Last Quarter Financial Audit

(Review before setting new goals to identify trends & areas for growth.)

• Total Revenue Last Quarter: $ ______
• Where Revenue Came From:
  • Offer 1: $ ______
  • Offer 2: $ ______
  • Offer 3: $ ______
  • Other: $ ______
• Best-Performing Offer: ____________________
• Least-Performing Offer: ____________________

• Key Takeaways: (What worked? What didn’t? Lessons learned?)

Upcoming Quarter: [Insert Months Here]

(Example: Q2 – April, May, June)

• Quarterly Revenue Goal: $ ______
• Current Revenue Trend: $ ______
• Gap to Goal: $ ______

Offer Breakdown & Revenue Planning

Use this section to map out how your offers will contribute to your revenue goal.

Reverse Engineering Your Goal