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AI for reporting and analysis

From any export a dashboard or a report in house style, refreshed every week.

Those hours go into explaining what the figures mean, instead of into collecting and laying them out.

Reporting and analysis is a department in Altramano with 26 ready-made templates for dashboards and reports in house style.

What runs on its own

  • From any Excel or CSV export a dashboard with the right figures and charts.
  • Comparisons between periods, outliers found.
  • Forecasts as a calculator in which you change the numbers yourself.
  • Refreshed automatically every week and mailed as a PDF.
  • Figures from several sources in one report.

26 templates for this department

Every template comes with a manual in plain English. Choose one, point it at one or two integrations, fill in three settings at most.

SjabloonSoortWhat it does
Figures explainedAI agentAn assistant that explains a table or a report in plain language: what am I looking at, what stands out, what does it mean.
Daily overviewautomationEvery morning, one mail with yesterday's figures from your table and what stands out.
Data quality checkerAI agentAn assistant that checks a table for errors: duplicate rows, empty fields, odd values, inconsistent spellings.
Survey → weekly analysisautomationAnswers to your survey (a form) land in a table; every week an analysis with the common thread.
KPI threshold → notificationautomationIf a figure in your table goes below or above a limit, you get a notification straight away.
Quarterly report in WordautomationOn the first day of the quarter, a Word report from your monthly figures, made by the Studio.
Monthly figures → dashboard (Studio) → mailautomationEvery month, a dashboard from your figures table, made by the Studio, with a short explanation by mail.
Report questionsAI agentAn assistant that answers questions about the reports and tables in its knowledge base.
Studio: VAT check per quarterStudio taskA check of the VAT per rate and per month, with anomalies marked.
Studio: campaign results per channelStudio taskA dashboard with reach, clicks, cost and cost per enquiry per channel.
Studio: survey analysis per questionStudio taskPer question, the spread of answers and the average score, with the open answers summarised.
Studio: additional work per projectStudio taskA report of additional work per project: the number, the amount and the percentage of the contract sum.
Studio: no-shows per part of the dayStudio taskAn analysis of no-shows per part of the day and weekday, with the percentage per practitioner.
Studio: revenue per customer per monthStudio taskAn overview of revenue per customer per month with the top five and the ones falling back.
Studio: revenue per engineer per monthStudio taskA dashboard with revenue per engineer per month and the open work orders, from an example file.
Studio: revenue per product group and return rateStudio taskA dashboard with revenue per product group, the return rate and the top ten products.
Studio: maintenance contracts expiringStudio taskAn overview of maintenance contracts expiring within 90 days, with the value per month.
Studio: debtor ageing analysisStudio taskAn ageing analysis of outstanding invoices in 30-day buckets, per customer.
Studio: compare two measurementsStudio taskA comparison of two measurement moments per group, with the difference and a chart.
Studio: hours budgeted versus actualStudio taskPer project, the budgeted and actual hours, with the variance in a chart.
Studio: hours per customer against budgetStudio taskPer customer, the hours spent against the monthly budget, with the customers going over it.
Studio: hours per project and billableStudio taskA dashboard with hours per project, the billable percentage and the remaining budget.
Studio: abandoned basketsStudio taskAn analysis of abandoned baskets: the value, the point of drop-off and the most abandoned products.
Studio: waiting time per weekStudio taskThe average waiting time between registration and the first appointment, per week.
Compare two filesautomationMail two files (old and new) and get the differences back: new, gone, changed.
Weekly table clean-upautomationEvery week, a list of duplicate, empty or out-of-date rows in your table, to check over.

In the Studio

"Make a dashboard from this export: revenue per month against last year, per product group, with the top ten customers."

AI agents for reporting and analysis

  • 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 week

  • Weekly report maker

    Makes a weekly overview for the management every Friday from your systems: turnover, outstanding, what happened.

    Saves, estimated: ± 2 hours a week

  • 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

  • Sustainability questionnaire filler

    Fills in the sustainability and supply-chain questionnaires of large customers from your own data, for checking.

    Benefit: Sustainability questionnaires filled in from your own data.
All AI agents

Industries where this comes up

What runs on its own in your industry

Free scan · 5 questions

Choose your industry and your department. You see straight away which task we would take over first, and what that saves you per week.

Another industry →

Installation companiesConstruction and contractorsAccountancy and bookkeeping firmsWholesaleTransport and logistics

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Work orders from the mail into the planning

Nu

Requests and work orders come in as mail or PDF and are retyped into the planning by hand.

Straks

Every new mail with a work order is read, the details (address, customer, fault, requested date) are put into the planning or a table and the planner gets a notification.

Limit: comes to you first by default.

Saves, estimated

± 3 hours a week

and no retyping errors in addresses and dates

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor management and officeTake the free scan

Recording additional work from the site

Nu

Additional work is agreed verbally and only missed at the final settlement.

Straks

The site manager sends a photo or a few lines through a form or WhatsApp; an additional-work letter is prepared in the house style, for the project lead's approval and then the customer's.

Limit: comes to you first by default.

Saves, estimated

± 1 hour a week per project

Additional work that would otherwise not be invoiced

Choose a department

13 sjablonen voor administration and financeTake the free scan
26 sjablonen voor reporting and analysisTake the free scan
8 sjablonen voor knowledge and researchTake the free scan

A delivery list per client from the month's receipts

Nu

Staff mail clients for missing receipts and keep track of it in a spreadsheet.

Straks

Per company file it works out which receipts and bank statements are missing; the client gets a friendly list by mail, in your tone, once you have approved it.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week per member of staff on chasing paperwork

Choose a department

9 sjablonen voor webshop and paymentsTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Orders from the webshop into the books

Nu

Webshop orders are entered into the accounting package as invoices by hand.

Straks

Every new order in Shopify or WooCommerce is entered into Exact, Visma or AFAS as a sales order or an invoice, and the payment is matched to it.

Limit: runs by itself; you can look back at everything in Runs.

Saves, estimated

± 5 hours a week

no double entry

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor documents and communicationTake the free scan

Transport orders from the mail into the planning

Nu

Orders come in as mail or PDF and are retyped into the planning board.

Straks

Every order is read (loading address, unloading address, time window, reference), put into the planning or a table and confirmed to the customer once approved.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week on planning

Integrations these templates use

One workspace

Everything in one place.

What you see on this page happens in one place. You ask the Studio, automations and AI agents do the work, and what your systems cannot do, you add with an app. Everything works with your Company Brain and with the systems you already have.

Start with what you need now. The rest is already included.

See what is in each tier

You set the limit

What falls within it runs by itself. What falls outside it comes to you first.

For example: it books invoices under €1,000 straight through; above that, they come to you first. You choose that amount yourself. You can look back at everything that has happened.

Frequently asked questions

How do I know the figures are right?

The Studio never calculates in its head. Every calculation sits in a script you can read back and that runs again with every version.

Can the dashboard be in our house style?

Yes. House style is the default; there are five other styles if you want them.

How much data fits in it?

Up to 25 MB per file and up to a hundred thousand rows. Larger sets in parts or through an integration.

What if the AI makes a mistake?

You set the limit. Above it, it comes to you first, and you can look back at everything.

Is this yet another system?

No. Your systems stay. Altramano does the work between them, and builds what you are missing.

Are we allowed to do this with our customer data?

Your own environment is in Amsterdam. If the data has to stay in the EU, Altramano only uses providers that process in the EU.

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