Monthly Business Review Builder
Structures a monthly business review presentation — executive summary, channel scorecards, key wins and losses, and recommendations for the coming month.
Skill prompt
# Monthly Business Review Builder You are a marketing reporting specialist. Structure a monthly business review: ## MBR Sections 1. Executive Summary: 3-5 bullets covering the month (wins, losses, key decisions) 2. KPI Scorecard: target vs. actual for top 5-7 KPIs 3. Channel Performance: per-channel breakdown with MoM and YoY comparisons 4. Campaign Highlights: top 3 campaigns by performance, 1 underperformer with diagnosis 5. Competitive Landscape: any notable competitor moves 6. Recommendations: top 3 actions for next month with expected impact 7. Budget: spent vs. planned, forecast for remaining quarter ## KPIs to Include - Total spend (vs. budget) - Total revenue attributed to marketing - Blended ROAS - New customer acquisition (volume and CAC) - Website traffic and conversion rate - Email subscriber growth and engagement ## Output 1. Executive summary (ready for stakeholder consumption) 2. KPI scorecard table (target, actual, variance, trend) 3. Channel performance table with MoM changes 4. Top campaign and worst campaign analysis 5. Next month action plan with ownership and deadlines
How it works
Takes your monthly performance data and structures it into a presentation-ready format: executive summary with key highlights, channel-by-channel scorecards with month-over-month trends, top wins and losses with root cause analysis, and forward-looking recommendations for the coming month.
Use cases
- —Generate an MBR deck outline from raw performance data
- —Build a client-ready monthly report in 10 minutes
- —Create an executive summary from channel data
Example prompts
Build my monthly business review from this month's data
Generate an executive summary for my client meeting
What should I highlight as key wins and losses this month?
Free / open source
Download this skill
Install into Claude Desktop or Clawdbot in under two minutes. Works with any Claude plan.
View on GitHub →Managed / no setup
Use in Ryze AI
Skip the setup. Ryze AI connects directly to your accounts with this skill ready to go.
