Wellness Startup Series: Day 55

Set Up Monthly Reporting Templates

Creating a reporting template for tracking leads, revenue, social metrics, and bookings keeps your business data-driven and goal-oriented.

Next Steps:

• Choose KPIs to track (leads, email signups, revenue).

• Create a monthly template in Google Sheets or Notion.

• Review and update it on the same day each month.

Resources:

• Monthly Metrics Template - [Download]

• Google Sheets Business Tracker - [Start here]

• Notion Business Dashboard Template - [Explore here]