My executive coaching clients and readers of this blog have found my quick and easy Trailing Twelve Month tool very useful. You can download the Excel spreadsheet for free here.

I also encourage my CEO clients to keep a close eye on margins. I have modified the Trailing Twelve Month tool to show monthly results and long-term trends for your business’s margin. The key difference is that since margin is a percentage it makes no sense to look at the sum of twelve months of margins. This new spreadsheet instead shows the twelve-month moving average of your gross margin. Download it by clicking here.

See also Tony’s complete goal setting kit, with audio and workbook,
free on this blog.