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.
Appreciate your generosity, Tony!