Monthly business review template

What it is for and who it suits

It suits whoever prepares the monthly review for a leadership team, typically operations or revenue. The deck opens with the month in a few lines, backs it with a six-month chart and a scorecard by team, covers what went well and the risks, and closes with commitments and questions for leadership.

What is inside

The slides of this deck, in order, as they appear in its source file.

1. 01Meridian Fulfillment
2. 02The Month in Five Lines
3. 03Revenue and On-Time Delivery, Last Six Months
4. 04Department Scorecard
5. 05What Went Well
6. 06Risks and Blockers
7. 07Next Month's Commitments
8. 08Questions for Leadership

The source

This is the whole file, the same text SlideWeave stores and the ZiraDocs compiler reads. Copy it, change the company and the numbers, and you have your own version.

---
mode: flex
title: "Meridian Fulfillment — Monthly Business Review"
author: "SlideWeave Team"
theme: "minimal"
category: "deck"
blurb: "A monthly ops review for a fulfillment SaaS: revenue and SLA trend, a department scorecard, and next month's commitments."
order: 1
lang: "en"
share_url: "https://app.slideweave.com/viewer/7bb2d544-bde5-40b5-89eb-a26c34c4678c?share=3a02c1eded47af4b7cee986a67c88d2a53462a28aa3d2af7"
---

# Meridian Fulfillment
## Monthly Business Review — March 2026
### Prepared for the leadership team by Ops & Revenue

---

## The Month in Five Lines

- [x] Net revenue closed at $412K, up 6.4% month over month
- [x] On-time delivery held above the 97% SLA for the third straight month
- [x] Warehouse #3 (Reno) finished its ramp and is now shipping at full capacity
- [ ] Support backlog is still above target — carried into next month
- [ ] Enterprise renewal with Atlas Retail is still open, decision expected in April

---

## Revenue and On-Time Delivery, Last Six Months

<<chart: line>>
  data: [
    ["Oct", 342, 95.1],
    ["Nov", 355, 95.8],
    ["Dec", 368, 94.6],
    ["Jan", 371, 96.2],
    ["Feb", 387, 97.3],
    ["Mar", 412, 97.6]
  ]
  series: ["Net revenue ($K)", "On-time delivery (%)"]
  options:
    responsive: true
    plugins:
      title:
        display: true
        text: "December's SLA dip was the last mile carrier switch — resolved by January"

---

## Department Scorecard

| Team | Metric | Target | Actual | Status |
|------|--------|--------|--------|--------|
| Warehouse ops | On-time delivery | 97.0% | 97.6% | On track |
| Support | First response time | < 4h | 6.1h | Behind |
| Revenue | Net revenue | $400K | $412K | On track |
| Customer success | Logo churn | < 2.0% | 1.4% | On track |
| Engineering | P1 incidents | 0 | 1 | Behind |

---

## What Went Well

::: success
**Warehouse #3 hit full capacity two weeks ahead of plan.** That gives us
headroom for the Atlas Retail volume without adding a fourth site this year.
:::

- The carrier switch that caused December's SLA dip is now fully absorbed
- Net revenue retention moved to 108%, the highest we have recorded
- Three support hires from February are ramped and taking full queues

---

## Risks and Blockers

::: warning
**Support first-response time is at 6.1 hours against a 4-hour target.**
Ticket volume grew faster than the February hires could absorb; a fourth
hire is approved but does not start until April 6.
:::

- [ ] One P1 incident this month (checkout timeout under peak load) — postmortem due April 3
- [ ] Atlas Retail's renewal decision keeps slipping; legal has the redline, we are waiting on their side
- [ ] Warehouse #3's peak-season staffing plan is not yet signed off by Ops

---

## Next Month's Commitments

1. Close the fourth support hire and get first-response time back under 4 hours
2. Ship the checkout timeout fix and close the P1 postmortem
3. Get a signed decision from Atlas Retail, or a firm date if it slips again
4. Sign off Warehouse #3's peak-season staffing plan before April 15

> "The scorecard is the same five rows every month on purpose — if we start
> swapping metrics to make a bad month look better, the review stops being
> useful."
>
> **— Ops & Revenue, review ground rules**

---

## Questions for Leadership

- [ ] Approve budget for the fourth support hire's onboarding overlap
- [ ] Weigh in on Atlas Retail: hold the current terms or offer a concession to close April

**Contact**: ops-review@meridianfulfillment.example