The Monday Profit Recovery Review

A 15-minute weekly operating review template for inventory-heavy businesses. Designed around the YieldSentinel Profit Recovery Brief. Print it, use it, share it with your team.

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How to run a 15-minute Monday Profit Recovery Review

Before the meeting: upload last week's ERP export to YieldSentinel and generate a Profit Recovery Brief. Print or share the brief. The review is then structured around what the data shows — not opinions.

📅
Monday morning
Upload data, generate brief
👨‍💼
Share brief
Owner, CFO, Ops lead
✅
Review findings
10 minutes, ranked
📋
Assign actions
Owner + deadline
📈
Check recovery
Did last week's fix work?

Monday Profit Recovery Review — Meeting Agenda

15 minutes
Week of:  
Attendees:  
OLI™ this week:  
0–2 min
Open this week's Profit Recovery Brief
Upload last week's ERP/POS export to YieldSentinel (yieldsentinel.com) — analysis completes in 60 seconds. Share the brief link or print. Note the Operational Loss Index™ score and compare to last week.
2–5 min
Recovery check — did last week's fix work?
Review the Recovery Realized score in the app. For each action marked "In Progress" or "Done" last week — did the metric improve? Call out wins. Note what didn't move.
5–10 min
Review this week's ranked findings
Walk through findings ranked by annual dollar impact. For each finding: Is this new or persistent? Who owns it? What is the dollar impact if unaddressed for 4 more weeks? Agree on priority 1 action only.
10–13 min
Assign actions — one owner, one deadline per finding
Each action gets a named owner and a specific date. Not "someone will look into it" — a named person, an agreed date. Mark action status in YieldSentinel (Planned / In Progress / Done) so Recovery Realized tracking works next week.
13–15 min
Share the Slack summary + close
Use the "Copy for Slack" button in YieldSentinel to share a one-paragraph summary to your ops channel. Everyone who wasn't in the room knows the #1 priority for the week.

Five questions every Monday review should answer

1
What is our Operational Loss Index this week — and is it better or worse than last week?
A rising OLI means new leakage is emerging faster than existing fixes are working.
2
Did the action from last week actually work — and what does the data show?
Opinions don't count. The Recovery Realized score shows whether the metric moved.
3
What is the single most valuable finding this week — and who owns it by name?
If nobody is named, nobody acts. Every finding needs an owner before the meeting ends.
4
Is any finding appearing for the third week in a row — and does it need escalation?
Persistent findings signal a structural issue or an ownership problem, not a data issue.
5
What would we tell the board or owner today if they asked where the money is leaking?
The Profit Recovery Brief should always be the answer — one page, ranked, with dollar impact.

Finding tracker — this week

# Finding Annual impact Owner Due Status Notes
1    New 
2    In Progress 
3    New 
4    Done ✓ 
5    New 

Operational Loss Index™ — 8-week trend

Track your OLI™ score weekly. A falling score means your fixes are working. A rising score means new leakage is emerging. Target: reduce OLI by 5+ points per month.

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OLI™ is automatically calculated in YieldSentinel after each upload. 0 = minimal leakage · 100 = critical. Track it here or view the trend in the History tab of the app.

Meeting notes

Run this week's analysis

Upload your ERP or POS export. Get ranked findings and your OLI™ score in 60 seconds. Data stays in your browser.

Launch YieldSentinel → See sample briefs →