Monthly Sales (Revenue) Strategy Meeting

Use this template to discuss monthly shifts in revenue and to identify new ways to increase revenue.

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Industry
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Meeting Scope
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Department
Sales
Meeting type
Strategic Meeting
Host Role / Title
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Tone of the meeting

Sales analysis

Did we have a surplus or shortfall in sales this month? What led to the surplus or shortfall?

Gross margin

Are gross margins achieved?

Sales trends

Are there new sales trends and how can they be leveraged to increase revenue?

Marketing efforts

What new marketing efforts can they be leveraged to increase revenue?

Action items

Action items that will improve our financial strategy.

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