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.

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

HubSpot

HubSpot

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Rating

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From

45

per month

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

Google Analytics

Google Analytics

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Rating

Rating

Rating

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From

0

per month

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

Looker Studio

Looker Studio

Rating

Rating

Rating

Rating

Rating

From

0

per month

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

Databox

Databox

Rating

Rating

Rating

Rating

Rating

From

59

per month

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

Notion

Notion

Rating

Rating

Rating

Rating

Rating

From

12

per month

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

Assess experiments: wins, losses, learnings

Identify patterns and insights from data

Decide what to scale, cut, or pivot next

Conclusion

Related tools

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

HubSpot

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

Google Analytics

Rating

Rating

Rating

Rating

Rating

From

0

per month

Google Analytics

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

Looker Studio

Rating

Rating

Rating

Rating

Rating

From

0

per month

Looker Studio

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

Databox

Rating

Rating

Rating

Rating

Rating

From

59

per month

Databox

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

Notion

Rating

Rating

Rating

Rating

Rating

From

12

per month

Notion

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

Related wiki articles

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.

Lead capture rate

The percentage of engaged website visitors who submit their contact information and become leads.

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.

Lifetime Value (LTV)

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

Churn rate

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

Growth plateau

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

Further reading

Monthly review

Monthly review

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