D5.1Included
The right measures
We agree which few numbers tell you how the business is doing.
Detail D5 — Reports
The numbers you need, without the Monday spreadsheet.
Somebody in most businesses spends hours each week pulling figures from different tools into one report. We automate it: the numbers are gathered, checked and sent on schedule, with a short written summary of what changed and what needs attention.
- Price
- On request
Fig. D5.1 — A weekly reportNot to scale
Your toolsSales · CRM · Accounts · Website
Gathered and checkedP1Every week, on time
Report sentFigures and a short summary
Table D5 — Scope
What a reporting workflow includes.
D5.2Included
Data from your tools
Figures pulled automatically from your sales, CRM, accounts, website and other systems.
D5.3Included
Checks
Gaps, duplicates and odd jumps caught before the report goes out.
D5.4Included
Written summary
A few lines on what went up, what went down and what to look at, drafted by AI from the figures.
D5.5Included
Delivery
By email, in a shared dashboard or in your team chat, on the day you choose.
D5.6Included
Alerts
A message when a number crosses a line you set, without waiting for the report.
Notes — Fewer numbers, better ones
Most reports have too many figures.
- 01A good weekly report fits on one screen.
- 02Each number should lead to a decision. If nobody acts on it, it doesn't need to be there.
- 03Comparisons matter more than totals: this week against last, this month against the same month last year.
Specification — Trusting the numbers
Figures you can rely on.
- Calculated, not guessedFigures come straight from your systems. AI writes the summary; it doesn't invent numbers.
- TraceableEvery figure can be traced back to where it came from.
- On timeReports arrive on schedule, and you're told if a source couldn't be read.
General notes — FAQ
Questions about automated reports.
Do we need a dashboard tool?
Not necessarily. Many small businesses are better served by a short email every Monday. If a dashboard helps, we'll set one up with the tools you have.
What if our data is spread across lots of tools?
That's the usual case, and it's what the workflow is for. If a tool can't share its data automatically, we'll find another way or tell you plainly.
Can the summary go to clients as well as our team?
Yes. Client-facing reports work the same way, with an approval step before they're sent.
Fig. D5.2 — Next step
Get your Monday morning back.
Tell us what goes into your weekly report and where the figures come from. We usually reply the same working day.