Weekly financial report template

Use this slide to document any changes in your industry over the previous seven days or detail recent developments from your competitors. If you outsource business services to third parties, compile a list of contractors on this slide and note any recent developments from the previous week. This will help you keep on top of your financials and share this valuable information with your team.

A place to gather other information that you want to share in your weekly sales meetings. This might include the number of closed deals from the previous week, conversion rates or average profits generated by each of your sales reps.

All templates Business. FEES List any fees you have paid in the previous week. Most popular templates. We've got it! Look for an email from downloads slidebean. All rights reserved. Pitch Deck Builder. Pitch Deck Consulting. Statement of Cash Flow — This shows the flow of cash from the receiving to the purchasing. Statement of Retained Earnings — This pertains to the changes in equity of the set period.

Management Report — This comprises of documents used by top management in making the decisions to guide the business towards its objectives. Under this group, as presented on the report sample DOC formats, are the following types: Business Reports — Created for a specific company issue or concern.

Progress Reports — Prepared on a daily, weekly, or monthly basis for the management to oversee the business operations. Usually done monthly, quarterly or annually. Project Reports — If the company has certain projects, its progress is recorded every month. Operations Reports — Reports are generated daily as some needed monthly management reports are based on these. Purposes of Periodic Reports The following information explains the purpose of daily, weekly, monthly, quarterly, and yearly company reports to the business entity: It transmits essential information to its users.

And if you need a proper guide, here are the common purposes used for general weekly reports: Convenient Tracking: One way of using a weekly report is for tracking.

Hence, it is vital to track employee performance so goals will actually be met in the end. Expect the tracking process to run conveniently by knowing who completed every activity, how many activities were finished and still in progress, etc. Less Time Consumption: A weekly report helps save time when you need to document all the issues or tasks in a week.

Remember that within seven days, a lot could happen. So instead of memorizing everything that occurred for the week, simply write them down in a weekly report. That way, you can skim and review the report anytime if there are questions.

Basis for Feedback: Weekly reports are a good basis for providing feedback too. For example, there might be problems discovered from the report. Hence, a supervisor can criticize what happened and offer a solution to ensure the problems get fixed. And giving feedback is an effective way to improve the performance of all departments in an organization. How to Make a Weekly Report Are you now ready to make a weekly report? That way, you can create weekly reports shortly instead of beginning from scratch.

And to ensure you perfect your output, kindly follow these simple steps: Step 1: Remember Your Purpose and Role It is crucial that you are well-aware of your purpose and role in making the weekly report in the first place. Are you making a weekly report for an internship, real estate, or maybe social media?

And for what purpose is that report for? Bear in mind your objectives, roles, and purposes because they guide you on how to complete the weekly report. You also have to insert sources, numbers, tables, graphs, and more.

And there are many visual infographics you can apply to make a better presentation for your report.