See How It Works
It has one goal: to enable you to efficiently produce monthly business progress reports that are essential for your shareholders. And should be important to you.
Here’s how it works:
Once you’ve done the initial set-up then you log in once a month (don’t worry, we’ll remind you).
The dashboard will be telling you that the report for the month just ended is due
Update Metrics and Goals
You’ll be guided through the process of entering new values for your metrics. Don’t worry about how it compares to last months numbers or any targets you’ve entered – we take care of all that.
You then select which, if any goals you want to provide an update on.
Next you’re asked to provide a brief update on each area of your business that you defined in the set-up process. As we prompt you for an update, we show you the relevant metrics and goals for that department. So you’ll have something to comment on if you’re at a loss.
Review, summarise and send
The hard work is done. You now get to review the report and add a summary that will be used as the introduction to your report.
Once your summary is written your report is complete and all you have to do is send it to your shareholders, mentors or whoever else you want to.
We’ve made that part easy too. You can store a list of people to send it to and we’ll send them an email with the summary and a link to view the full report. We’ll even notify you once they view it. Click here to see an example report.