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PLATFORM / REPORTS & ANALYSIS

Reports nobody has to put together. Answers nobody has to wait for.

Say what you want to know and how often. From then on an agent goes into your systems, counts it the way your company agreed, and sends it: a push on Monday morning, or an answer the minute you ask.

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Management{{ status }}
CHAT

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1Monday 06:00: it reads your systems
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2…counts it the way you agreed
LAST WEEK · 1–7 SEP{{ rep.meta }}
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INVOICED PER DAY
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Unpaid over 30 days: 41 200 €, crossed your 40 000 € line. Three customers, listed.
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3…and it finds you
Scytian06:01

Last week is ready. Invoiced 214 100 € (+6 %). Margin −2 pts. Unpaid over 30 days crossed your 40 000 € line.

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Message Management…

{{ foot }} · nobody assembles it and nobody forgets it

THE OTHER HALF

Or you just ask, once, on a Tuesday.

A scheduled report answers the question somebody predicted. These come up once, because of something that just happened. Same agent, same systems, same definitions.

CHAT · MANAGEMENTTuesday 14:32

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swipe → 6 questions · every figure opens into its rows · anyone in the office can ask

WHAT GETS REPORTED

Sales, money, cash, operations, and whatever else you keep.

Four that come up in almost every company. Not a catalogue: if somebody in your company could count it by hand, it can be counted every week instead.

SALESMondays
214 100 €invoiced last week · +6 %
Deals won31 of 96
BiggestHotel Meridian · 38 400
Down vs Q29 customers
accounting + CRM
MONEYMondays
31.0 %margin · −2 pts
Transport+12 %
Parts+3 %
At a loss after discount6 products
accounting · price list
CASHdaily 06:00
131 400 €in the bank after payroll
Unpaid > 30 d41 200 €
Due this week58 900 €
Runway at this burn4.1 months
bank + accounting
OPERATIONSMondays
4 lateorders past promised date
Waiting on supplier3
Service visits11
Right first time99.2 %
ERP · forms · timeline

HOW YOU KNOW IT IS RIGHT

Everybody has the number. Nobody has the same one.

Two people bring two figures to a meeting because they mean different things by the same word. So the words get written down once, you approve them, and every report after that uses them.

MONDAY MEETING · TODAY“what was revenue last month?”
MMarketingsum of won deals in the CRM238 400
FFinanceinvoices issued, incl. VAT256 900
OOperationsdelivered orders, net201 300
Three numbers, three people, twenty minutes arguing about which one is real. None of the data was wrong.
WHAT A WORD MEANSapproved by you · 3 Feb
RevenueInvoices issued in the month, net of VAT and credit notes. Not deals won, not cash received.source: accounting · approved 3 Feb
MarginRevenue minus direct cost of goods and delivery. Payroll is not in it.source: accounting · cost centres 5000–5199
UnpaidIssued invoices past due date, by days overdue. Disputed ones are counted separately.source: accounting · updated daily 06:00
Revenue, August: 214 100 €. The same number in the report, in the chat and in the meeting.

Every figure opens into its rows

Under each number is what it was counted from: which systems, how many rows, how fresh. You see exactly what the agent saw.

When it does not know, it says so

If the data cannot answer, because the field was never filled in or the period is not covered, that is the answer. A number invented to be helpful is worse than none.

It shows the shape when the shape is the point

A trend gets a chart, a comparison gets a table, a single fact gets a sentence.

WHEN IT RUNS

On a clock, or when a number crosses a line.

Nobody needs a weekly message saying everything is fine. Everybody needs the one saying it is not.

UNPAID OVER 30 DAYS · 8 WEEKSyour line: 40 000 €
W29W30W31W32W33W34W35W36
MON 06:00 · WEEKS 30–35

Last week, in five lines

The same five figures every Monday. This line was under 40 000 €, so it was one of the five, nothing more.

WED 09:14 · WEEK 36 · not a Monday

Unpaid over 30 days crossed 40 000 €

41 200 €: three customers, listed, with days overdue. Sent the moment it happened, to your phone.

you set the line once · crossing it is worth a message

THE LIMITS

What it will not answer.

It will not fill a gap with a guess

If half the orders have no region on them, the answer says so and tells you how many. It does not quietly average the rest and hand you a clean-looking figure.

It is not a forecast

It tells you what happened and what it looks like it is doing. What next quarter will be is a decision somebody makes, not a number that falls out of last year.

It does not replace your accountant’s reports

The statements your accountant signs stay where they are. This is for the questions between them.

Name the question you would ask every week if somebody did not have to spend a day on it.

Your Management agent arrives set up to answer it every Monday, by the next working day.

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