Data required for executive decisions is often scattered across multiple systems. Sales information may reside in the CRM system, revenue data in the invoicing software, campaign results on advertising platforms, and operational metrics in separate spreadsheets.
Manually collecting, verifying, and organizing this data into a unified report can consume significant time each week. Due to the lengthy preparation process, management may not always see the most up-to-date available status.
The Automatic Weekly Executive Report significantly reduces the manual tasks of data collection, aggregation, and report generation. During implementation, the system connects to technically accessible data sources defined in advance, then organizes the data into a unified structure.
Based on predefined formulas and business rules, it calculates the selected metrics and compares them with previous weeks, other periods, or target values as needed.
The weekly summary can be sent via email or in PDF format on the configured day and time, and the data can also be made available on a shared executive dashboard upon request.
The report can highlight significant changes, trends, and deviations. If desired, a brief textual executive summary can also be prepared, drawing attention to areas requiring further investigation.
The reliability of the report depends on the accuracy and timeliness of the data available in the connected systems. The definitions of metrics, data sources, and calculation rules are jointly established during implementation.
What the package includes
- Automatic data transfer from defined business systems
- Organization of data into a unified structure
- Individually definable key metrics and calculation rules
- Automatic weekly report generation
- Weekly and periodic comparisons
- Delivery via email or PDF format
- Shared executive dashboard upon request
- Report template customizable to the company’s branding
- Customizable recipients and delivery time
- Notification of faulty or missing data sources
