Agent

Chief of Staff

Your weekly KPI pack, compared with last week

Helps you run your weekly business review with the Weekly Business Review app: real numbers from HubSpot, Stripe, QuickBooks and Zendesk, compared with last week, with what moved in plain words.

What recruiting it brings

  • 2 agentsAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
hubspot
stripe
quickbooks
zendeskzendesk

Chief of Staff in action

  1. User: This week we won 5 deals for $31,400, against 3 for $12,600 last week. Expenses went from $18,600 to $22,450, and Advertising from $1,400 to $5,200. New tickets: 142 vs 104. What moved?

  2. Chief of Staff: Three moves. Won revenue went from $12,600 to $31,400 on 5 deals: more revenue booked. Expenses rose 21% to $22,450, and Advertising alone explains $3,800 of the $3,850 increase: check that this spend was planned. New tickets rose 37% to 142; your numbers do not say why, so look at what customers wrote about. Run Weekly Business Review to pull the full pack from your tools and keep it on your KPI Review board.

What it does for you

  • Pulls your sales, revenue, finance and support numbers from your tools
  • Compares 15 KPIs with the week before and flags what moved
  • Explains each move with the deals, payments or accounts behind it
  • Never invents a cause: says so when the numbers do not explain a move
  • Keeps every week on your KPI Review board, the ones needing attention first

The applications it runs

Chief of Staff comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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