days — the Overview selects the latest management report on or before this date and compares it with the prior report.
Latest Report—selected by As-of Date
Revenue—prior comparison
Gross Margin—latest month
Net Profit—prior comparison
Net Margin—latest month
Cash Balance—latest month-end
Outstanding A/R—latest month-end
Customer Churn—latest month
Critical Functions0latest report
Open Actions0latest report
Latest report — functional status
Six management functions summarized from the selected month.
Management follow-through
Corrective actions, decisions and initiatives created in the selected report.
Management narrative
The month-end story behind the numbers.
Report control signals
Completeness, risk and follow-through signals for the selected month.
Management attention queue
Critical functions, blocked work, overdue actions and high-priority follow-up appear first.
Monthly report history
Functional reviews
Management actions & decisions
Turn the report into connected execution.
A management report explains the month. When corrective actions, decisions and next-month priorities need to become projects, tasks, goals, revenue activity and team communication, Teamjects keeps the report connected to the operating system of the business.