Management reporting and KPI dashboard with AI
A management report is an afternoon's work every week: gathering figures, putting them in an overview, explaining them. Four agents take it over: an answer to every question about your figures, an alert on a deviation, the overview of in and out, and on Friday the weekly report.
- When you ask a questionData analystAn overview or chart from your own figures.
- Every dayKPI monitorAn alert on a deviation.
- Every MondayCash flow monitorThe overview of in and out.
- Friday 16:00Weekly report makerThe weekly report for management.
These agents take it over
Data analyst
Turns a question in plain language into an overview or a chart from your own figures, with the calculation attached.
Saves, estimated: ± 2 hours a weekKPI monitor
Keeps an eye on your key figures and reports a deviation on the day it appears.
Saves, estimated: ± 1 hour a week, and a problem seen earlierCash flow monitor
Gives you a weekly overview of what is coming in and going out, and warns in time when it gets tight.
Saves, estimated: ± 1 hour a week, and no surprisesWeekly report maker
Makes a weekly overview for the management every Friday from your systems: turnover, outstanding, what happened.
Saves, estimated: ± 2 hours a week
Frequently asked questions
Which systems do the figures come from?
From your accounting package, your CRM, your web shop and your tables in Excel or Google Sheets, through published integrations. The agent reads; it changes no figures.
Do I need a dashboard for this?
No. The weekly report comes as a document or a mail, and you ask a question in the Studio. If you want a dashboard, the data analyst sets the figures up in your table.
Is what the agent calculates correct?
The data analyst shows with every overview how it calculated, with the source. You check the calculation; nothing goes out.