Product
Stop spending time on manual reports.
On your schedule, and the same numbers every time.
The morning brief
Tuesday 15 August · assembled 06:00
- Sell-through, week−8.4%
- Accounts reporting27
- Stores out of stock24
Biggest falls, week on week
Sales data
- Northgate Market−14.2%
- Halloway Foods−11.6%
- Brightwater Grocers−9.4%
- Cedar & Vine−7.1%
- Marisol Markets−4.8%
Overnight
- One product went out of stock in 24 stores.Store data
- A promotion ended Sunday; orders have not caught up.Orders
Six things need you. Nine accounts are clear.
01 · The set
Manual reports across systems become automatic.
The reports Roya writes for this team
- DailyEvery weekday, 07:00
The morning brief
Sell-through, late orders, stock gaps, and what needs a person.
- Sell-through
- −8.4%
- Orders late
- 3
- Out of stock
- 24
Goes to The account team, six people
- MonthlyFirst of the month, 06:00
Monthly performance
Net revenue by account, on your definition, against last month.
- Net revenue
- $17.9M
- On the month
- +2.1%
- Accounts
- 27
Goes to The leadership team
- QuarterlyFirst Monday, 06:00
The board pack
Margin by plant, the quarter against plan, and what moved.
- Margin
- 18.6%
- Against plan
- −1.4pt
- Plants
- 4
Goes to The board
02 · What it runs on
Running on your data, your models.
What one report is assembled from
The board pack · quarterly, 06:00
Sources connected
- ERPOrders, invoices and margin
- CRMAccounts, contracts and owners
- FinanceThe ledger and the close
- Store dataSell-through by store
- RostersShifts and labor cost
- BookingsReservations and cancellations
- Market dataPrices and rating moves
- DocumentsContract terms and limits
- SupportTickets and escalations
- MarketingCampaign spend and delivery
What writes it
Your models
It runs on the AI models you connect
Roya calls the models you already run, on your own keys and in your own account. Nothing is routed through a model you did not choose.
Your data
It always ties back to data in your systems
Every figure in the report names the system it came from, the record behind it, and the time it was read. Nothing is inferred to fill a gap.
03 · The definitions
Change a definition once, and every report moves with it.
One definition of net revenue, and the reports that count on it
Net revenue
- Counts
- Shipped orders, invoiced
- Leaves out
- Samples, staff purchases, returns, distributor returns
- Period
- Fiscal month, to yesterday's close
The morning brief
$4.28M
Was $4.28M
Monthly performance
$18.6M
Was $18.6M
The board pack
$52.4M
Was $52.4M