Finwell Financial Review OS
Diagnose • Treat • Review • Control • Grow
FC
Apex Manufacturing • Weekly financial review

Week 26 — conducted 29 June 2026

Chair: Rajiv MehtaFinwell reviewer: Finwell ConsultantCoordinator: Neha SharmaNext meeting: 6 July 2026
14/16Agendas covered
12Actions created
76%Verified completion
79Effectiveness score
Approved meeting record

Week 26 MOM

Executive summary

Collections improved by ₹11 lakh, but the weekly target was missed by ₹7 lakh. Inventory classification and two bank reconciliations require management follow-up. The finance team will run a daily collection war-room until overdue above 90 days falls below ₹70 lakh.

Decisions taken

  1. Daily owner-wise collection review at 5:30 PM until 10 July.
  2. Commercial team to close debit-note disputes within a 48-hour SLA.
  3. No action will be marked closed without bank credit, ledger or report evidence.
  4. Inventory ageing must separately classify slow-moving, non-moving and obsolete stock.
Meeting output

Decision-to-execution conversion

Decisions recorded
8
Actions created
12
Treatments linked
5
Management interventions
3

Critical follow-up within 72 hours

Close customer dispute ownership, validate inventory ageing categories and clear bank reconciliation items above ₹1 lakh.