Understanding financial reports may also generate discussion about potential opportunities. You may also see informal meeting agenda templates. Perhaps you have a daily sales meeting to review the previous day’s business and address ongoing issues. This daily agenda template provides a simple yet bold format for listing the daily agenda along with notes. Customize the free template by adding a company logo or necessary meeting logistics, like the name of the note-taker for that day’s meeting or the time allotted for certain agenda items. The templates would give you a fresh layout for a new meeting. This can be very useful for urgent meeting sessions. The next five to ten minutes may be allotted to review individual or team metrics. Metrics should be reviewed only in terms of the numbers.