This will help you understand how your business is performing, help you build your financial muscle, and set us up for success in our quarterly reforecasting to set realistic revenue goals and keep a tight beat on your runway!

If you have accounting, schedule this recurring block for after the date your books close

If you don’t have accounting, schedule this recurring block in the first week of the month, like the “First Monday”

Open your financial model in Forecastr [use the "Active Scenario"]

Update your "key metrics" with actual values for the last month by finding them in Forecastr and manually editing the appropriate cells

Take a step back and consider the updates you just made. Did you hit your goals for your key metrics last month? Were there any that you missed?

What (if anything) do you need to do differently next month? Celebrate your wins, understand your misses, and build a better business!