ColabContentOne working system
The weekly report, built without anyone building it.
Every Monday someone spends half a day building the same report from four systems, and it is still wrong.
Weekly report
It reads the systems the numbers live in, checks them, and puts the week on one page with how each number was worked out and what changed.
What it does
From four sources to one page, in four steps.
Every source is read and checked first
The report pulls from each system the numbers live in and tests them before anything is counted.
Each number shows its working
Tap a figure and the page shows how it was calculated and the rows behind it.
Bad data is caught, missing data is not guessed
Invoices that arrived twice are counted once. When a week of advertising spend fails to arrive, that number is held back with a note.
It says what changed, and takes questions
A short written summary explains the movements, and the owner can ask a follow up that is answered from the same numbers.
Ownership
You own it. All of it.
The definitions are the asset: what counts as a lead, a booked job, a paid invoice. They are written down inside the system where you can read them, in accounts that belong to you.
Hire or own
What the hire costs, and what this costs
A report that takes a person half a day each week is a poor use of an analyst and a worse use of an office manager. Once the weekly page builds itself, an analyst's time goes to the questions the page raises.
When the hire is the right call
Hire the analyst when the questions change every week and someone has to go looking. A fixed weekly page does not do exploratory work.
Read this first
What you are looking at, said plainly
Demonstration system, sample data
The four source systems, the figures and the company are sample data, including the duplicate invoices and the missing week that were planted to show the checks.
What it costs
Three public prices. Nothing per user.
Jim Glaser Law takes reference calls.Ask in your note and we set it up.
One step
Send me a version customized for my company
Questions buyers ask
Before you ask for your version
Where do the numbers come from?
From the systems you already use, read directly. The demonstration reads four: job software, a phone system, accounting and advertising accounts.
How do I know a number is right?
Each one opens to show its calculation and the underlying rows. A number the system cannot stand behind is withheld and labelled, which is safer than a confident wrong figure.
When does the report arrive?
On the owner's phone on Monday morning, before the week starts.
Is this a dashboard?
No. It is one page a week, with a sentence on what moved and why, written to be read on a phone.
Can the owner ask it a question?
Yes. A follow up typed in plain words is answered from the same checked numbers as the page, so the answer and the report cannot disagree.