All businessesHome
Home/Monthly Business Review
Business Review

What should you do next month?

Once a month your Analyst reads your numbers, your staff reports and what customers said. You get a plain review with three recommendations.

A review is advice based on what you share. It is not financial, tax or legal advice, and it cannot see what you do not tell it.
See the test projectsJoin

How a review is made

Everything it says comes from the information in your office. If a number is missing, it asks.

1Your numbersSales, costs andorders you provide2Your officeStaff reports, repliesand customer reviews3Analyst readsFinds patterns andwhat changed4Your reviewWhat happened, why,three recommendations5You decidePick, change or skip,then hand to staffNext month the review starts from what you decided.

What a review looks like

Short, plain and ready to act on. Each recommendation can become work for one of your staff.

October review: Rocket Bakery (example)

What happened

  • Orders rose 14% on last month.
  • Most questions were about delivery to Surabaya.
  • Two 3-star reviews mention late deliveries.

Why it matters

Customers like the cakes but worry about timing. That is the most likely reason some do not order again.

Three recommendations

1
Add delivery times to every product post.
Hand to Content drafts
2
Offer pre-orders for weekend cakes.
Hand to Orders & inventory
3
Reply to the two 3-star reviews with a fix.
Hand to Reviews & reputation

Example with made-up numbers.

1

Test project 1: your first review

Goal: see your month in one page.

You provideLast month's sales and costs, as a list.
Analyst readsA review of what changed and why.
You decideWhich recommendations to follow.
What you getA short plan for next month.

What to do

  1. Open your office and give the Analyst last month's figures.

    Sales Rp 42 million, costs Rp 31 million, 380 orders. Please review the month.

  2. Answer any question the Analyst asks about a missing number.

  3. Read the review. Mark each recommendation as do, change or skip.

  4. Read the short plan for next month.

What you should see

  • A one-page review with three recommendations
  • Every claim points to a number you gave
  • You choose what happens next
2

Test project 2: turn a recommendation into work

Goal: a review that leads to action.

RecommendationAdd delivery times to every product post.
Content drafts draftsThree posts that state the delivery time.
You approveThe delivery times in each post.
What you getThe change is done and next month's review checks it.

What to do

  1. Choose "do" on a recommendation and hand it to the staff it names.

  2. Check that the staff draft uses facts you gave, such as real delivery times.

  3. Approve the drafts.

  4. Next month, read how the same numbers moved.

What you should see

  • The recommendation becomes a draft in your queue
  • The activity log links the work to the review
  • Next month's review compares before and after
See alsoMarketing & GrowthOwner's AssistantTutorials by business type

Ready to try it for your business?

Colleo is in private pilot. Tell us about your business and we will set up the staff above.

JoinHome
EN | ID