“What you don’t measure, you can’t improve.”
For African small business owners, that statement isn’t just a quote — it’s a survival strategy.
Whether you’re running a hair salon in Lekki, a tech startup in Nairobi, or a fashion store in Kumasi, monthly reviews are key to staying profitable. And with a platform like PearMonie, reviewing your business performance is no longer a hassle.
In this guide, you’ll learn how to use your PearMonie dashboard to review your business health and strategically plan for the new month.
🔍 Why Monthly Reviews Matter for Small Businesses
A monthly business review helps you:
- Understand where your money is going 💸
- Spot cash flow gaps or rising expenses
- Track your best-selling products or services
- Make data-driven decisions for growth
Without a review, you’re just guessing. With PearMonie, you’re in control.
📊 Step-by-Step: Using PearMonie Data for Monthly Reviews
1. Check Your Monthly Sales Summary
From your PearMonie dashboard:
- View total revenue for the month
- See which days/weeks had the most activity
- Identify your top-selling products or services
✅ Use this data to decide what to promote next month.
2. Review Your Expenses by Category
PearMonie automatically groups your expenses:
- Rent, inventory, logistics, airtime, marketing, etc.
- Spot any spending spikes that need adjusting
- Track whether you stayed within your budget
✅ Cut unnecessary costs and reinvest smartly.
3. Invoice Overview: Who Owes You What
On your Invoicing tab:
- See all unpaid invoices
- Check follow-up reminders already sent
- Set new reminders for pending payments
✅ Chasing payments? Let PearMonie automate it for you.
4. Customer Activity & Loyalty
Head to the Customer Management section:
- See frequent buyers and new customers
- Track purchase frequency
- Plan loyalty offers or SMS thank-you messages
✅ Reward loyalty and re-engage dormant buyers.
5. Weekly vs Monthly Report Trends
Use the Reports tab to:
- Compare week-by-week performance
- Spot seasonal or campaign-driven spikes
- See how changes (e.g. promo offers) impacted revenue
✅ Use historical data to plan marketing campaigns for the new month.
📅 Planning Ahead: Turn Data into Action
Once you’ve reviewed your data, here’s how to turn insights into strategy:
| Insight | What to Do |
|---|---|
| Expenses are rising | Negotiate supplier deals or cut low-impact costs |
| Sales peaked on Fridays | Run Friday promos or discounts |
| Many unpaid invoices | Use bulk reminders + offer small early payment discounts |
| Top product sold out quickly | Restock and bundle with slower products |
| Customer activity dropped | Launch re-engagement SMS campaigns via PearMonie |
📲 PearMonie Makes It Easy
Everything mentioned above — from invoice tracking to sales reports — is available inside the PearMonie dashboard, both on web and mobile.
Whether you’re new to bookkeeping or a seasoned business owner, PearMonie helps you work smarter, not harder.
✅ Final Thoughts: Don’t Just Run Your Business. Understand It.
Taking 30 minutes at the end of each month to review your data can be the difference between hustle and growth.
Start your review today with PearMonie.
📱 Use the app or log in at web.pearmonie.com