Services · Automated Weekly Reports
Your numbers in, a plain summary in your inbox every week.
Brian connects the exports or files you already have and sets up a report that builds itself and lands in your inbox on the same day every week.
Starting at $1,500 setup + $99/month
Who it's for
Owners and managers who want the weekly numbers without anyone building them.
Examples
- Sales by rep: this week, last week and the trend
- Open orders and late POs: what is stuck and who owns it
- Cash in and out: collections, bills due, balance
- Jobs and margins: what was billed and what it cost
- Inventory alerts: what is low before it runs out
What you get
- A one-page summary emailed weekly
- The full workbook attached for anyone who wants detail
- The same layout every week so changes stand out
- A note when a number moves more than usual
- Changes to the report any time
How it works
- A call about the numbers you check each week
- Brian connects your files or exports
- The first report lands in your inbox; you mark it up
- It runs every week; the monthly fee covers changes
Talk to Brian about Automated Weekly Reports
Send a short note and Brian follows up personally, or call (352) 852-4204.
Prefer email? [email protected]