Monthly Business Review¶
Close Month, Set Priorities
Another month gone. No review, no trend, same priorities as last month.
- Area: Finance
- Time savings: ~6 hrs manual → ~60 min automated
- Try it: "Run monthly review" or first week of month
- Compounding: Trend detection sharpens — each review builds on prior months
- Frequency: Monthly
Inputs¶
- 📋 last-month-priorities.md
- 💰 financial-data
What BOB does¶
- financial-reporting → P&L and cash
- business-reporting → month-over-month
- Flag anomalies
- crm-pipeline → pipeline health
- project-status → delivery status
- Identify binding constraint
- prioritization-craft → RICE priorities
Outputs¶
- 📊 monthly_review.md
- 📈 pipeline_health.md
- 🎯 priorities_next_month.md