Use case · Reports & KPIs
Automated reporting: the Monday report, ready before you are.
Automated reporting brings the numbers from your CRM, your sales, and your accounting together on one page, every Monday morning. The tool only writes what your software contains: you review the page, or it goes out to the partners on its own.
- CRM, sales, and accounting on one page
- Every number traced to its source tool
- A clear PDF, not another dashboard
30-minute callNo commitmentReply within 24 hours
Monday morning meetingSimulated
The problem, up close
Sunday, 9 p.m. Three tools open for one page of numbers.
Nathalie runs the company with two partners. Every Monday at 8:30 a.m., they review the week, and she’s the one who brings the numbers. On Sunday night, she opens the CRM to count unanswered quotes, the sales tool for the week’s revenue, and the accounting software for overdue invoices.
She exports, pastes into a spreadsheet, copies into a document, rechecks a total that doesn’t add up. Two hours later, the page is ready, but no one remembers whether the sales figures run through Thursday or Friday. On Monday, the meeting opens with a debate about the numbers, not the decisions.
Nothing in this work calls for her judgment as a leader. It’s about fetching the same numbers, from the same places, every week, and laying them out in the same order.
Sunday night · management
- 9:00 PMCRM open: counting unanswered quotes
- 9:40 PMSales export pasted into a spreadsheet
- 10:30 PMOverdue invoices listed, a total to recheck
- 11:00 PM2 hrs of Sunday night for a single page
Illustrative scene: fictional company and people.
What the tool does, what stays with your team
The tool gathers and writes. You read it and make the call.
The KPIs, their sources, and the recipients are set with you before the first report.
The tool
Pulls numbers at the source
Unanswered quotes in the CRM, weekly revenue in sales, overdue invoices in accounting: read directly, with no export.
Cross-checks the three tools
The numbers are reconciled and compared with the previous week. An unexplained gap gets flagged, never smoothed over.
Writes three key points
Three questions, three short answers on one page: quotes to follow up, sales up, overdue invoices to chase.
Sends the PDF to the partners
The page goes out as a PDF at the time you choose, each number followed by the name of the tool it came from.
Your team
Reviews it before the meeting
A surprising number, a comment to add: management annotates the page before it goes out.
Chooses the questions
Which KPIs to track, in what order: you set the three questions the page answers.
Decides in the meeting
The report lays out the facts. Following up with a customer, revisiting a price, or waiting remains the partners’ call.
Two modes, set task by task
At first, the report lands in Nathalie’s inbox at 7:45 a.m. She reviews it, adds a note if needed, then sends it to the partners.
Once the numbers check out several Mondays in a row, the PDF goes out on its own at 8 a.m. An unusual gap holds the PDF back and alerts her.
Plugged into your software
Your numbers stay in the tools that produce them.
No dashboard to build, no database to feed: the tool reads your CRM, sales, and accounting right where they are.
- HubSpot
- Pipedrive
- Salesforce
- Sage
- Odoo
Cegid
Axonaut- Excel
Cloud accounting software, a business tool, or just a shared spreadsheet? If its data can be read, through an API or a regular export, I check that with you on the first call.
Reporting time
2 hrs2 min
per week
Two hours of pulling numbers and copy-pasting on Sunday, versus two minutes to review the prepared PDF: figures from the demo example.
Simulated exampleQuestions
Automated reporting. Straight answers.
01How do you set up automated reporting when your numbers live in three tools?
The tool connects to each one, read-only: the CRM, the sales tool, the accounting software. It pulls the same KPIs every week, reconciles them, and writes the page. To see how software like Sage opens up to this kind of connection, read the article on the Sage 100 API (France).
02Do you need a tool like Power BI to get an automated dashboard?
Not necessarily. Power BI is for exploring data in depth. For a weekly check-in between partners, a page that answers three questions is often enough. If you already have a dashboard, automated reporting can build on it too.
03How can you be sure the report’s numbers are right?
Every number carries the name of the tool it came from, and the tool never creates one that doesn’t exist in your data. During the first few weeks, you compare the report with your current method. An unexplained gap gets flagged instead of rounded off.
04Can the report go out on its own every Monday?
Yes, once it has proven itself. It then goes out at the set time, with no review. If it spots an out-of-the-ordinary number, it stops and shows it to you first.
05Which KPIs belong in the Monday report?
The ones that trigger a decision: unanswered quotes to follow up, sales trends, overdue invoices to chase, for example. Three or four are enough. Beyond that, the page turns back into a table nobody reads. We choose them together during the audit.
The solution
The service that fixes this
- API integrationYour software shares its data
- Business process automationOrders, quotes, and invoices, no retyping
Read next
Contact
Which report do you rebuild by hand every week?
Tell me where the numbers come from. I’ll show you the page it could become.
On the call, we look at your workflow together and I show you the closest tool, on sample data. If a simple setting in your software does the job, I’ll tell you.
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