Monthly Business Report

Monthly reviews are your chance to show the "Big Picture." For busy professionals and business owners, Excelmatic turns a month’s worth of data into a strategic narrative that highlights growth and identifies risks—without a single manual formula.

1. The Goal

Instead of just listing totals, this workflow helps you explain the why behind your numbers:

• Growth Tracking: How did this month perform compared to the last?
• Goal Progress: Measuring actual results against your monthly targets.
• Executive Summary: A professional summary that makes you look like a data expert in seconds.

2. One-Step Execution

Step 1: Upload Your Data

Upload your full month's data export. Excelmatic handles messy exports, duplicate rows, and empty spaces automatically.

Step 2: Ask for the "Story"

Talk to Excelmatic like a smart business assistant. Use simple, plain language to get deep insights.

Recommended Command:

Analyze December's performance. Compare it to November, show the growth, and write a professional 3-bullet summary of the key drivers and what needs attention.
Copy

3. Why This Saves You Time

• Professional Commentary: The AI writes in a clean, executive style ready for your next email or slide deck.
• Automatic MoM Calculation: No more manual "Month-over-Month" math.
• Smart Cleaning: AI ignores the "noise" (like duplicate entries) and focuses on the results.

Next Step: Predict future outcomes and plan for different scenarios with Forecast & Scenarios.