Weekly reporting
Pulls the numbers from the systems you already run, writes the commentary, and delivers the report on time every week.
- Starts when
- Monday, 07:00.
- What you get
- A report people read, written while they sleep.
- Works with
- Google Sheets, Xero, HubSpot
One run, step by step
- 07:00Pipeline, cash, jobs completed and hours pulled from four systems.
- 07:03Compared with last week and the plan. Three movements stand out.
- 07:05Commentary written in plain English, with the why behind each movement.
- 07:06Report posted as a one page PDF and a short summary in the leadership channel.
- 09:00Questions asked in the thread are answered from the underlying data.