PLATFORM / REPORTS & ANALYSIS
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.
THE OTHER HALF
A scheduled report answers the question somebody predicted. These come up once, because of something that just happened, and building a report for them would take longer than the answer is worth. Same agent, same systems, same definitions.
WHAT GETS REPORTED
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.
HOW YOU KNOW IT IS RIGHT
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.
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WHEN IT RUNS
Nobody needs a weekly message saying everything is fine. Everybody needs the one saying it is not.
THE LIMITS
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 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.
The statements your accountant signs stay where they are. This is for the questions between them, the ones nobody was going to build a report for.