Monthly Review briefing

MONTHLY REVIEW.
HOW DID LAST MONTH CLOSE?

Theo emails the closed prior calendar month. KPIs, mix, year-to-date, and three priorities for the team. One shared brief. Not a spreadsheet chase.

1st of the month Pro+
Theo briefing
Prior calendar month
Theo 09:00
August closed
Mix and YTD in one note · Three priorities for the team

All posts

WHEN THE EMAIL ARRIVES.

09:00

First of the month (shop-local default)

Prior calendar month

Reporting window. Closed month only

Pro+

Plan availability (Free: no)

WHAT'S IN THE EMAIL.

  • Closed prior-month KPIs, with month-on-month and year-on-year context
  • Best sellers for the closed month
  • Channel mix and product-tag mix
  • Year-to-date month trail
  • Three priorities for the team for the month ahead

MONTH CLOSE. NOT A P&L.

Daily briefings fight the day. Monthly Review closes the month: what sold, where mix drifted, and three priorities for the month ahead. It is not accounts. It is not a growth promise.

PLAN.

  • Pro · pick as a slot (one of three from six)
  • Business · included
  • Free · not included

GET MONTHLY REVIEW BY EMAIL.

Choose Pro or Business. Add Monthly Review as one of your briefings.

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