Every Friday (15 minutes):
Step 1: Update This Week's Numbers
- Enter actual revenue for the week
- Update customer metrics
- Add revenue breakdown by source
Step 2: Analyze Performance
- Review goal achievement percentage
- Identify top revenue source
- Note key wins and challenges
Step 3: Plan Next Week
- Set next week's revenue goal
- Identify top 2 priorities for revenue growth
- Plan specific actions
Step 4: Monthly Check (Last Friday of month)
- Review monthly dashboard
- Analyze trends and patterns
- Set next month's strategy