KPI 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 earlier
KPI monitor is an AI agent from Altramano for reporting and analysis. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads the figures you have named every day: turnover, enquiries, outstanding, stock.
- Compares them with the limit or the average you have chosen.
- Reports a deviation with the figures attached, in Teams, Slack or by mail.
- Keeps track of whether a deviation stays or passes.
An example
- In
- The number of new enquiries this week is 60 percent below the average.
- Out
- A note on Wednesday, with the figures of the last four weeks beside it.
Integrations it uses
Google SheetsRead, add and update rows in Google Sheets, with a trigger on a new row.
Microsoft Excel 365Read and update rows and tables in Excel files on OneDrive or SharePoint.
SlackSend messages to channels and people in Slack, with triggers on new messages and reactions.
Microsoft TeamsChannels, chats and messages in Teams, with triggers on new messages.
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
ShopifyOrders, customers and products in Shopify, with triggers on new orders and customers.
Where the limit lies
It reports and does nothing else. What you do with a report, you decide.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| KPI threshold → notification | automation | If a figure in your table goes below or above a limit, you get a notification straight away. |
Frequently asked questions
How many figures can it follow?
As many as you want. Start with five that really matter, or you get too many reports.
Can it set the limit itself?
It proposes a limit based on the last months. You confirm or adjust.
Where does the report arrive?
In Teams, Slack or your mailbox, or all three.