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03 — SCALE UP

Automation
reports

Reports that build themselves. Live summaries across the business, so decisions are made from fresh data instead of manual spreadsheets.

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Business analyst reportMarketing reportFinance reportLogistics report
01

Business analyst report

A single view of company performance: revenue, growth and operating KPIs, summarized with commentary and delivered to your inbox on schedule.

  • Automatic data collection from your systems
  • KPI summaries with plain-English insights
  • Scheduled delivery to leadership
Talk to us about Business analyst report →
Auto-generated report
ILLUSTRATIVE
reports.yourbrand.com
Weekly business reportAuto-sent · Mon 08:00
REVENUE$128K+12%
ORDERS1,840+8%
MARGIN31%+2 pts
Top productsRevenueGrowth
Product A$42K+12%
Product B$31K+7%
Product C$19K-2%
02

Marketing report

Spend, leads and return across every channel in one report, so you know what to scale and what to cut.

  • Cross-channel spend and return on ad spend
  • Funnel metrics from click to customer
  • Automatic weekly or monthly delivery
Talk to us about Marketing report →
Auto-generated report
ILLUSTRATIVE
reports.yourbrand.com
Marketing performanceAuto-sent · Mon 08:00
SPEND$24K-3%
LEADS2,310+15%
ROAS4.2x+0.6
Search
Social
Email
PR
ChannelSpendROAS
Search$8K5.1x
Social$9K4.4x
Email$2K9.8x
PR$5K2.1x
03

Finance report

Revenue, costs and cash flow consolidated and refreshed automatically, ready for review.

  • Revenue versus cost tracking
  • Cash flow and margin summaries
  • Exception alerts for unusual changes
Talk to us about Finance report →
Auto-generated report
ILLUSTRATIVE
reports.yourbrand.com
Monthly finance reportAuto-sent · 1st of month
REVENUE$310K+9%
COST$214K+4%
CASH$96K+14%

Solid: revenue · Dashed: cost

Cash flowAmountChange
Inflow$310K+9%
Outflow$214K+4%
Net$96K+14%
04

Logistics report

Orders, delivery performance and inventory movement, tracked end to end.

  • Order and delivery status
  • On-time rate and delay causes
  • Inventory and fulfillment trends
Talk to us about Logistics report →
Auto-generated report
ILLUSTRATIVE
reports.yourbrand.com
Daily logistics reportAuto-sent · 07:00
ORDERS5,420+11%
AVG DELIVERY2.1 days-0.3
RETURNS2.4%-0.5
  • On time92%
  • Delayed8%
5,420Ordered
5,310Packed
5,190Shipped
4,990Delivered
THE FULL FUNNELSee how it all connectsTraffic, conversion and automation working as one system.→

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