Nobody opens the dashboard
Someone set up nice charts a year ago. They were checked for two weeks and then nobody went back in, because looking at a chart doesn't tell anyone what to do.
Insights Panel
Your dashboard says sales dropped 12%. And that's where it leaves you.
Knowing something dropped is useless if you don't know why. This panel tells you what caused it, which customers or products are behind it and what's worth checking first. In plain language, not charts.
✓Explains the cause, not just the figure
✓Alerts you when something goes out of range, without you having to log in
✓Sends you the month's written summary, ready for the meeting
Automatic summary
August close
“Sales closed 12% below last month. The drop is concentrated in the hardware line, and two customers explain 70%: M Construction stopped buying on August 8 and R Hardware dropped by half.”
“M Construction also has $8,400 past due at 45 days. It may not be a sales issue.”
That's what a regular dashboard doesn't tell you.
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Here's what it looks like
A distributor's panel, on a Monday in September.
Sample data. What matters isn't the charts: it's the orange block, which is where the panel tells you what happened and what to check.
The orange block summary reaches your WhatsApp on the 1st, written out. You don't have to go looking for it.
The pain
You have plenty of reports and too few answers.
Almost no company suffers from a lack of data. It suffers because nobody has time to interpret it in time.
You find out when there's no turning back
The customer who stopped buying, the product that stalled, the margin that kept slipping month after month. It was all in the data, but nobody looked in time.
Analysis depends on one person
There's someone in your company who really knows how to read the numbers. If they're busy, on vacation or quit, management is left in the dark.
The problem isn't a lack of data. It's that nobody has a free hour a day to sit down and interpret it.
What it is
An analyst who reviews your numbers every day and writes to you when something matters.
It's not one more dashboard. It's the reading of the dashboard: what changed, why it changed and what's worth looking at, written in plain language and sent to your phone.
It's not Power BI or another dashboard
If you already have dashboards, this doesn't replace them: it reads them for you. The difference is that you don't have to go looking for the problem; the problem finds you.
It's not a monthly report
It checks daily. If a metric goes out of range on a Tuesday, it writes to you on Tuesday, not in the report on the 5th of the following month.
It doesn't decide for you
It tells you what happened and where to look. What to do with that information is still up to you, and that's how it should be.
How it works
What it does while you work.
1. Checks dailyThe metrics you defined with us: sales, margin, receivables, inventory, whatever your management actually looks at.
2. Compares against the patternAgainst last month, against last year and against what's normal for your business at that time of year.
3. Looks for the causeWhen something moved, it drills down: which customer, which product, which branch or which salesperson is behind it.
4. Cross-checks with everything elseIf a customer cut back their purchases and also has past-due receivables, it tells you both together. That changes the conversation.
5. Alerts youVia WhatsApp or email, only when it's worth it. It doesn't send you a daily message until you stop reading it.
6. Writes the closeAt month-end it sends you the written executive summary, ready to take to the management meeting.
How much it saves you
The math, for a mid-sized company.
Estimates for sizing, not a promise. In the assessment we calculate them for your case.
What it takes to put together the closing report, cross-check data between reports and prepare the management meeting.
A customer who's leaving or a margin that's falling are seen at the start, not when two months have gone by and it's irreversible.
By spotting and retaining in time just one customer who was leaving, the service pays for itself many times over for years.
We're being honest: this service doesn't have a return you can calculate in an Excel sheet. Its value is in finding out in time. If you're looking for a measurable return from the first month, start with the Collections Agent.
How we do it
Two and a half weeks of work, explained.
The hard part isn't charting. It's deciding what's worth an alert and what's noise, because a panel that alerts about everything ends up ignored.
1
We define what your management looks at
Not the fifty metrics from the textbook: the six or eight you actually decide with. And what value is normal and what isn't, for your business and each time of year.
2
We connect the ERP sources
Sales, receivables, inventory and costs. And we verify the data is complete: a panel on half-filled data reaches wrong conclusions with great confidence.
3
We calibrate the alerts
How much something has to move to be worth a message, who gets each alert and through which channel. This is the part that decides whether the panel gets used or ignored.
When you need it
If any of these happens to you, it'll help.
You have reports nobody readsThey were built with effort and today nobody opens them because they don't say what to do.
You find out about problems lateThe customer who left, the margin that fell: you always discover it after the fact.
Analysis depends on one personIf that person is out, management has no reading of the numbers.
The monthly meeting goes into putting the report togetherMore time preparing the presentation than discussing what to do.
Price
$1,190 to get started. Then $79 a month.
That's it. No options to pick and no fine print: setup is paid once and the monthly fee starts when it goes to work.
Insights Panel
One service, two payments.
$1,190 today, one time only
$79 a month, once it goes live
Full first year: $2,138 · from the second year on: $948 a year
- ✓Today's payment covers: defining the metrics with your management, connecting to the ERP sources, calibrating alerts by owner and a 4-hour training
- ✓The monthly fee covers: 10 users, daily metric review, alerts when something goes out of range, executive summary at close and adjustments when your processes change
- ✓30-day guarantee and no lock-in: cancel with 30 days' notice
Additional user $8 a month. It's the most affordable service in the line and the one that works best alongside the Business Copilot: the panel tells you something happened, and you ask the copilot for the details.
Frequently asked questions
What people ask before deciding.
How is it different from a regular dashboard?
A dashboard shows. This one reads, explains and alerts. The practical difference is that you don't have to go looking for the problem: the problem reaches your phone when it appears, with the cause and the details.
How is it different from the Business Copilot?
You ask the copilot; the panel alerts you. They complement each other well: the panel detects that a line's sales dropped, and you ask the copilot who stopped buying and since when.
Is it going to flood my phone with messages?
No, and that's precisely the part we calibrate the most. We define how much a metric has to move to merit an alert. A panel that alerts about everything ends up muted, and then it was useless.
What if my data isn't complete?
We check it before selling you anything. A panel on half-filled data reaches wrong conclusions with great certainty, which is worse than having no panel. If things need to be organized first, we tell you.
Why two payments and not just one?
The initial payment is defining the metrics, connecting the sources and calibrating the alerts: it's done once. The monthly fee is the daily review and the adjustments when your processes or structure change.
15-minute call
Tell me what you look at every month and I'll tell you what you're missing.
One hour of consulting. We review the metrics your management uses and how complete your data is. If your reading of the numbers is already good, we tell you and don't sell you anything.
✓No commitment, no contract involved
✓We give you the assessment in writing
✓We reply the same business day
Request the Insights Panel
$1,190 today and $79 a month once it goes live. Setup in 12 business days.
Order now
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