Monthly Performance Checkup | January
Here is the structure of the Monthly Performance Check to be done by the management.
Most important achievements
Key focus
Legal
IRA / Analytics
Cancel Ongoing process of Industries News Research
@Borys Pikalov Refactor current planned tasks https://stobox.atlassian.net/jira/dashboards/10037. Список реальных задач и пользу для нас от их выполнения. По каждой задачи нужны артифакты.
Control Stobox AI QA Performance
Operational
Refactor Dashboards with @Ross Shemeliak @Anton Agafonov
Added task for Goodfirms.co
Financial Status
Check Planfact Monthly Transactions. All transactions must be correct and internally audited by the team.
Prepare Planfact Monthly Balance Sheet, Income Statement, and Cash Flows.
Analyze all Financial Performance and compare them to the average/previous figures.
Prepare the Budget for the upcoming month.
Go through Financial Tasks in Jira. Report on closed tasks, adjust upcoming tasks, and plan accordingly.
Development / Tech Team Status
Client Delivery
CSM
Marketing / PPC
PPC - ±$50 per lead