Your weekly numbers, ready before the first meeting.
Weekly numbers usually sit in the CRM, the accounting and the ERP. We put the report together from all of them, compare it with last week and name what needs attention. It lands in your team's channel or inbox before the meeting.
From scattered to in order.
A note, an email, a file, each in its own place.
Monday, 08:00 to 10:30Pull the numbers for the 11:00 meeting
Someone spends Monday morning pulling numbers.
Weekly_report_v2_Jonas_FINAL.xlsx
Every report looks different, depending on who made it.
Finance · Re: Overdue invoicesThese have been overdue since August. Did nobody see them?
Stuck deals and overdue invoices are noticed late.
40 minutes finding the right numbers. Decide next week.
The meeting is spent finding the numbers, not deciding.
How it runs
We read your numbers
Enquiries, quotes, orders, invoices and payments, straight from the systems that hold them. Nothing is changed there.
We compare them with last week
What went up, what went down, and what has gone quiet.
We write the report
Short, in plain words, the same shape every week, with what needs attention named and linked.
Your manager approves
A quick read, then approve.
It is shared
In your team's channel or by email, with links to everything it names.
HubSpot
Xero
Business Central
Microsoft TeamsEvery number is calculated straight from your systems, never written by AI. AI writes the summary around them in plain words and names what needs attention.
HubSpot, Xero and Business Central · Monday 07:30Last week, compared with the week before
- New enquiries23 (last week 17)
- Quotes sent11
- Orders won4 · €31,200
- Overdue invoices€18,900, up €4,100
- Deals quiet for 14 days3
Questions
Can we choose what the report shows?
Yes. Tell us what your meeting needs, and the report follows it; you can change it at any time.
Does it change anything in our systems?
No. It only reads them.
Can it warn us during the week?
Yes. Set the thresholds that matter, such as a large deal going quiet or overdue invoices passing a limit, and you hear about it soon after it happens.
Other jobs we handle
Common in manufacturing and professional services.
Excel
Salesforce
Zoho CRM
Gmail
Google CalendarStart with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.