Monthly Business Review Dashboard Deck Template for PowerPoint & Google Slides
12 slides. Each one handles a different part of a monthly business review. Here’s what you’re actually getting:
KPI summary slide with four colored metric cards (yellow, blue, green, red) showing target achievement percentage, units sold, engagements, and revenue. The default values are 90.5%, ~85K, 98K, and $56M. A summary paragraph below explains the month-over-month changes. This is your opening slide, the one that answers “how did we do this month” before anyone asks.
Agenda/section overview using a hub-and-spoke layout with six branches: Financial Overview, Operational Performance, Sales & Marketing, Customer Insights, Human Resources, and IT & Infrastructure. Each branch has an icon and a one-line description. Useful if your MBR covers multiple departments and you need a roadmap slide at the start.
Segmented horizontal bar chart comparing four categories: Revenue Growth, Cost Management, Customer Acquisition, and Employee Performance. Each bar is broken into four color segments so you can show sub-metrics within each category.
KPI cards slide with six colored tiles in a 3×2 grid. The defaults are Customer Retention Rate (30.8), Annual Revenue ($6b), Quarterly Profit ($4.4m), Customer Satisfaction Increase (90% up), New Subscribers (5000), and Employee Engagement Increase (85% up). Replace the numbers with your actuals.
Plan vs Actual table with three columns: Plan 2024, Fact 2024, and Achieved (check or cross icon). Three rows for different objectives with descriptions, planned figures, and actual figures side by side. This is the slide that shows where you hit the target and where you didn’t.
Donut chart split into four segments: Sales Performance (34%), Market Share (32%), Financial Overview (24%), Customer Feedback (10%). Each segment has a callout box with a title and short description around the chart.
All slides come in light and dark versions. 16:9 and 4:3. Editable in PowerPoint and Google Slides.
Running a Monthly Business Review with This Deck
The typical MBR meeting follows a pattern: open with the numbers, walk through each department, compare plan vs actual, then discuss what needs to change next month. This deck is structured around that exact flow.
Start with the KPI summary to set context. Use the hub-and-spoke agenda to outline what the review will cover. Move into the bar charts and KPI cards for department-level data. Hit the plan vs actual table for accountability. Close with the donut chart for a high-level snapshot.
Operations managers running these meetings every month will save a few hours per cycle just by having the structure ready. Swap in your real numbers from whatever reporting tool you use, update the text, and the deck is ready for the meeting.
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