Automated Reporting.
Reports that put themselves together from the tools you already use.
The problem.
Every month someone spends a day copying numbers from several tools into a report.
Quotes from our business growth survey of owners and their teams.
It would automatically pull data from a series of reports to consolidate every action item and group them by client so I can see the full view of all the things I need to do/follow up on with each client.
Capture data from different sources/workbooks to compile into a reliable source
What this could look like.
For a business that reports to clients, owners, or investors, we could build a definitions sheet that says what each number means and where it comes from, and a report that pulls those numbers from your accounting, advertising, CRM, and project tools on a schedule. Each report would be laid out for whoever reads it, in your branding, and reach you for review before it goes out. Two reports would stop showing different numbers for the same thing, and nobody would copy figures into a spreadsheet by hand.
What changes.
Less busywork.
Nobody puts reports together by hand.
On time.
Reports go out on schedule, not whenever someone finds a spare afternoon.
Hours back.
Time spent compiling goes to reading and deciding.
Tell us what's slowing you down.
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