Management Report Financials

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The perfect number-crunching companion for your Management Report! 

  • Resource code: MRF1-0814
  • Author: Sarah Ritchie
  • Last updated: August 2014
  • Format: One Microsoft Excel spreadsheet for editing
  • Related Resource: Management Report
Answers at your fingertips!

How will this resource help me?

If you need to show your superiors the numbers to back up your Management Report (or Board Report) then the Management Report Financials template is for you!

This template clearly and accurately shows monthly revenue (actuals and forecasts), budget vs actual and the difference. You can show this information per Account Manager and per client.

The Management Report Financials can be used in conjunction with the Management Report Resource for a detailed overview of activities.


Template features:
  • Premium resource - exclusive to AM-Insider.
  • One template.
  • Created in Excel for Mac 2011 (.xlsx) and cross-compatible with Excel for PC.
  • Fully customisable.
  • Simple, easy-to-use spreadsheet.
  • Download includes a support file.
  • Risk-free, 100% satisfaction guarantee (or your money back).

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