MONTHLY MANAGEMENT REPORT

A monthly management report from the export.

Drop the month export you already have. This template has three parts: the result, the change, and the decision. If the file does not contain one of those, that part is left out.

Before

A profit and loss export you already have.

After

A report from that file. The result, the change, and a decision appear only when the file already states one.

Watch a P&L become a monthly management report.

Posh reads the spreadsheet, lifts the figures into the report, writes it, and you mark it up before it goes out.

Fictional sample.

You drop

The export

PDF or Excel

Numbers

Supposed to come from the file

asked to match the file

Pro

$29 a month

not per client

Example

Made up

labeled as a sample

01

The result

If the file states a month and a main figure, the opening can name them. Revenue, profit, or cash, only when the export already states that figure. Posh does not pick a target the file does not state.

02

What changed

If the file states a change, the next section can name it. A rise or a fall appears only when the file already states it. A change that is not in the file is not written.

03

What needs a decision

If the file already names a decision, the report can include it. If it does not, this section is omitted. The report should not add a recommendation that is not in the file.

Ready to try it

Drop a file. Get a report.

Drop a PDF, a spreadsheet, a Word file, or markdown. Up to 10 MB. Without a paid plan you see a short preview.