Monthly Metrics Review Template

Forty-five to sixty minutes for a product team of 5-10 people. If you consistently run over, you are covering too many metrics. Focus the meeting on misses, anomalies, and the 1-2 most important deep dives. Move "everything is on track" metrics to the written summary. The [guide on running effective meetings](/guides/how-to-run-sprint-planning) covers meeting facilitation techniques.

The core product team (PM, engineering lead, design lead, data analyst) plus relevant cross-functional partners (growth, marketing, customer success). Keep it to 6-10 people. Larger groups slow decision-making. Share the written summary with the broader team.

Start with what you have. If you can only track 6 of the 12 metrics listed, use those 6. The template is a framework, not a checklist. The most important thing is consistency month over month so you can spot trends.

The core metrics (revenue, engagement, retention, activation) should be stable for at least 6 months. Segment breakdowns and deep dive topics change monthly based on what is most relevant. Review the metric selection quarterly and adjust based on updated strategy and goals.

Celebrate briefly (15 seconds) and move on. If a metric has been on target for 6+ consecutive months, consider whether it belongs in the monthly review or can move to a quarterly check. Use the freed-up time for deeper analysis of metrics that need attention. ---