Sales and management reports.
Turn CRM and business-system data into a recurring summary of metrics, changes and open points.
Let’s discuss this taskThe starting
information.
- CRM
- Business systems
- Spreadsheets
Authorised sources, connected to your operating instructions.
Periodic report
- Agreed metrics
- Changes over the period
- Points to investigate
Prepared according to your rules and review process.
The work today
Every week you rebuild the same report from several systems. Gathering and formatting data slows down the discussion of results.
What we automate
We define sources, formulas and structure. The skill retrieves available data, calculates metrics and compares equivalent periods. It prepares a summary highlighting changes, missing data and references.
What you gain
A repeatable report for management discussions, with fewer manual steps between data and decisions.
Your control
The owner checks figures and interpretations before sharing.
Where it makes a difference
Management, administration and finance teams analysing performance, checking documents and forecasting cash.
Bring this workflow
into your business.
We define the sources, expected result and boundaries of a first pilot together.