Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments. All steps in the blueprint as...
9 steps
8 automations
Other TaskManagement
Team Status Report Workflow (Weekly/Monthly)
Standardized workflow for collecting, reviewing, and distributing team status reports on weekly or monthly cadences. Estimated time: 2-4 hours per reporting cycle. Difficulty: Beginner. Best for teams of 3-15 members with a designated report coordinator.
13 steps 8 automations
Process steps
1
Weekly B2B Sales report
1 weeks from previous step
Reported by:
{{employee-name-2125645}}
Form fields in this step
To be reviewed by (Manager name)
Report 'from' date
Report 'to' date
Number of outbound calls
Sales volume by Channel
Revenue closed by rep
Upsell and cross-sell rates
Avg. Customer lifetime value
Client meetings attended by rep
Lead-to-Opportunity ratio by rep for the week
Opportunity-to-win ratio by rep for the week
Lead conversion ratio
2
Review and sign-off weekly sales report
2 days from previous step
Report submitted by:
{{employee-name-2125645}}
Report Duration:
From
{{report-from-date-7643514}}
To
{{report-to-date-7643517}}
Number of outbound calls:
{{number-of-outbound-calls-7643521}}
Sales volume by channel:
{{sales-volume-by-channel-7643520}}
Revenue closed by rep:
{{revenue-closed-by-rep-7643519}}
Lead-to-opportunity ratio:
{{lead-to-opportunity-ratio-by-rep-7643511}}
Opportunity-to-win ratio:
{{opportunity-to-win-ratio-by-rep-7643518}}
Lead conversion ratio:
{{lead-conversion-ratio-7643515}}
Form fields in this step
Notes
3
Weekly Finance report
1 weeks from previous step
The weekly financial report creates a very simple “snapshot” of certain measurables within the business.
Form fields in this step
KPIs included in the report
Report 'From' Date
Report 'To' Date
Upload link to weekly expense report
Upload link to last week's report
4
Review and sign-off weekly finance report
2 days from previous step
Report Submitted by:
{{employee-name-2125645}}
Report Duration
From
{{report-from-date-7643490}}
To
{{report-to-date-7643489}}
KPIs included in the report:
{{kpis-included-in-the-report-7643491}}
Link to weekly expense report:
{{upload-link-to-weekly-expense-7643488}}
Form fields in this step
Notes
5
Monthly B2B Sales report
4 weeks from previous step
Reported by:
{{employee-name-2125645}}
Form fields in this step
Report to be reviewed by
Monthly Revenue
Demo/sales booking by rep
Avg. new deal size
Did we have churns this month?
If yes, please mention client names and account details
New MRR
Upload link to data visuals report
Expansion MRR (upsell, new RR from existing customers)
6
Review and sign-off monthly sales report
4 days from previous step
Report submitted by:
{{employee-name-2125645}}
Monthly revenue:
{{monthly-revenue-7643497}}
LInk to data visuals report:
{{upload-link-to-data-visuals-7643496}}
Form fields in this step
Notes
7
Monthly Finance Report
4 weeks from previous step
Form fields in this step
Report 'From' date
Report 'To' date
Upload link to Income Statement
Upload link to Cash Flow Statement
Upload link to Balance Sheet
Checklist of KPIs reported for the month
Any issues to be escalated
8
Review and sign-off monthly finance report
4 days from previous step
Report by:
{{employee-name-2125645}}
Report Duration
From:
{{report-from-date-7643481}}
To:
{{report-to-date-7643484}}
Link to Income Statement:
{{upload-link-to-income-statement-7643483}}
Link to Cash Flow Statement:
{{upload-link-to-cash-flow-7643485}}
Link to Balance Sheet:
{{upload-link-to-balance-sheet-7643480}}
KPIs reported:
{{checklist-of-kpis-reported-for-7643486}}
Issues Escalated:
{{any-issues-to-be-escalated-7643482}}
Form fields in this step
Notes
9
Collect data from all sources
2 days from previous step
Pull the numbers from every system you track - CRM, analytics, finance, whatever applies. Start early so you have time to chase down missing data. Someone always forgets to update something.
10
Validate and clean the numbers
3 days from previous step
Check for obvious errors - duplicate entries, crazy outliers, missing values. Compare to last period to spot anything weird. Bad data makes the whole report useless.
11
Build the report and add insights
4 days from previous step
Put together the charts and tables. But dont just dump numbers - explain what they mean. What changed? Why? What should we do about it? Thats the valuable part.
12
Review with key stakeholders
5 days from previous step
Walk through the report with your manager or team leads before wider distribution. They might catch errors or want different emphasis. Better to fix it now.
13
Distribute and archive
6 days from previous step
Send the final report to everyone who needs it. Save a copy in your shared drive with a clear date in the filename. Youll need to reference it later.
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