The report you rebuild every week
Gathers the numbers, updates the charts, and writes what changed.
| Activity | Manual | How often | Time savings |
|---|---|---|---|
Pull this week's numbers from each tool into one sheetneeds your apps Logging into three or four tools, exporting, and pasting into one sheet. Counted at half credit until the agent can reach them. | 45 min | weekly | about 41 min |
Update the charts and tables Refreshing ranges, fixing labels, and redoing the tables that break every week. | 30 min | weekly | about 26 min |
Write the 'what changed and why' summary Comparing to last week and explaining the moves in plain words. | 30 min | weekly | about 14 min |
Turn it into the version leadership sees Rolling the weeks into one view and trimming it for an executive reader. | 60 min | twice a month | about 52 min |
Answer the questions the report sets off Someone always asks why a number moved, and answering means going back to the data. | 20 min | weekly | about 9 min |
Reslice it when someone wants a different cut By region, by rep, by product, from the same numbers you already pulled. | 20 min | weekly | about 16 min |
| After connecting your apps, it also takes over | |||
Check mid-week whether anything moved Opening the dashboard or the CRM to see if a number went the wrong way. | 10 min | 3 a week | about 8 min |
Chase the numbers that are missing or look wrong Working out which system did not update, or which rep did not log anything. | 15 min | weekly | about 13 min |
- Pull this week's numbers from each tool into one sheetLogging into three or four tools, exporting, and pasting into one sheet. Counted at half credit until the agent can reach them.45 min manual · weekly · about 41 min saved each time · needs your apps
- Update the charts and tablesRefreshing ranges, fixing labels, and redoing the tables that break every week.30 min manual · weekly · about 26 min saved each time
- Write the 'what changed and why' summaryComparing to last week and explaining the moves in plain words.30 min manual · weekly · about 14 min saved each time
- Turn it into the version leadership seesRolling the weeks into one view and trimming it for an executive reader.60 min manual · twice a month · about 52 min saved each time
- Answer the questions the report sets offSomeone always asks why a number moved, and answering means going back to the data.20 min manual · weekly · about 9 min saved each time
- Reslice it when someone wants a different cutBy region, by rep, by product, from the same numbers you already pulled.20 min manual · weekly · about 16 min saved each time
- After connecting your apps, it also takes overCheck mid-week whether anything movedOpening the dashboard or the CRM to see if a number went the wrong way.10 min manual · 3 a week · about 8 min saved each time
- Chase the numbers that are missing or look wrongWorking out which system did not update, or which rep did not log anything.15 min manual · weekly · about 13 min saved each time
As installed: about 7 hours a month. Connected: about 11 hours a month.