The problem
The numbers live in five tools. Pulling a weekly report takes someone half a day, and by the time it's done nobody has time to interpret it.
How it works
- Data is pulled on a schedule from CRM, accounting, scheduling and support tools into one table.
- Metrics are calculated with definitions you agree on up front.
- The dashboard updates so anyone can check the current numbers.
- A weekly brief is written from the calculated numbers only, then sent to leadership by email or Slack.
What it needs from you
- The 5–10 numbers you actually run the business on
- Agreed definitions for each
- Access to the source systems
- An owner who reads the brief and flags errors
Why it's built this way
The model writes only from numbers already calculated, so it explains rather than invents.
Agreed metric definitions stop the weekly argument about whose number is right.
How it stays under control
- Narrative generated only from computed metrics
- Metric definitions documented and versioned
- Owner review before wider distribution
- Raw data linked for every figure
The path to autonomy
The brief is reviewed by its owner for the first several weeks before it goes to a wider group.