Monthly Financial Results Template

This template is designed to keep all your monthly financial results in one place, easily accessible when needed.

There are two ways to do this, depending on the file format you use to track your results.

One is by uploading your offline files – Excel spreadsheets, for example, or PDFs – in the ‘Files’ section. 

The other is by using online docs like Google Sheets, and adding them to the ‘Embeds’ section.

By doing it this way, you don’t just get the accessibility of having the file in a place everybody can reach – you also get a reminder, in the tasks, section, to upload results at the end of the month.

And, because this is a private project, it’s visible only to you and people you invite – important given the sensitivity of commercial numbers.

What does this template include?

Project details
Notes
Tasks x 1
Custom task statuses x 0

Use this template

Once you have an account you’ll see this template in the “Template Gallery” section of your account. Click the button below to create your account and use this template: