How to run monthly performance reviews

Analyse what worked and what didn't. Assess experiments, identify patterns, and decide what to double down on or cut completely.

How to run monthly performance reviews

Introduction

Monthly reviews prevent drift. You ran experiments, launched campaigns, and shipped features now what worked? This session digs into the data to separate signal from noise. Which tactics drove real growth? Which felt busy but didn't move metrics? What did we learn that changes next month's plan? Without monthly reviews, teams repeat failures and miss compounding wins. With them, you build a learning system that gets smarter every cycle.

Review last month's metric performance data

Assess experiments: wins, losses, learnings

Identify patterns and insights from data

Decide what to scale, cut, or pivot next

Conclusion

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Weekly planning sessions

Weekly planning sessions turn monthly plans into weekly execution. Set the top 3 priorities, assign owners, and ensure everyone knows what to work on.

Playbook

Performance tracking

Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.Retry

See playbook
Performance tracking
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Google Analytics
Tool

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Looker Studio
Tool

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Databox
Tool

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Notion
Tool

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Growth wiki

Growth concepts explained in simple language

Wiki

Key Performance Indicator (KPI)

Select metrics that reveal whether you're achieving strategic goals to track progress and identify problems before they become expensive to fix.

Wiki

Conversion rate

Calculate the percentage of visitors who complete desired actions to identify friction points and measure the effectiveness of marketing and product changes.

Wiki

Customer Acquisition Cost (CAC)

Calculate the total cost of winning a new customer to evaluate marketing efficiency and ensure sustainable unit economics across all channels.

Wiki

Lifetime Value (LTV)

Calculate the total revenue a customer relationship generates over its entire duration to guide acquisition spending and retention priorities.

Wiki

Churn rate

Measure the percentage of customers who stop paying to identify retention problems and calculate the true cost of growth in subscription businesses.

Wiki

Growth plateau

Diagnose and break through stagnation by identifying which business mechanisms have reached capacity and require new approaches.