Weekly Business Review
Your weekly business review, built from your own tools.
What installing it brings
- 1 workflow44 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Your weekly business review, built from your own tools. Pick the week (the last full week by default): the app reads your HubSpot deals, Stripe payments, QuickBooks profit and loss and receivables, and Zendesk tickets and ratings for that week and the week before, and compares 15 KPIs: new deals, pipeline added, won revenue, win rate, cash collected, successful and failed payments, income, expenses, net income, overdue receivables, new, solved and open tickets, and satisfaction. Every KPI that moved past your threshold is flagged as needing attention or improved, with the facts behind it (the largest deals won, the expense accounts that moved, why payments failed, which customers paid their overdue invoices) and a short commentary that names a cause only when your data or your own note shows it. Each KPI becomes a card on your KPI Review board, the ones that need attention first, and the history builds week after week. Settings: week, thresholds, which tools to read, currency, language of the commentary, one line about your business, preview only. Needs HubSpot, Stripe, QuickBooks and Zendesk connected (read only); any you do not use can be set to None. Nothing is changed in your tools.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 44 steps, 1 screen.
Published by
livecontext
@livecontext