Daily sales and stock digest
Yesterday's sales, margin and stock risks on one page before 8am, instead of half an hour clicking through reports.
Hours back
2.5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Yesterday's sales pulled
Sales by customer, rep and product group, with the margin on each line.
- 02
Stock risks added
Lines about to run out, lines that haven't sold in 90 days, and big orders that will eat a line's stock.
- 03
Compared with normal
Each number set against the same day last week and the month so far.
- 04
One page at 8am
Sent to the owner and the sales manager before the phones start.
- 05
Odd things called out
A big customer gone quiet, a line sold below cost or a rep's discounts creeping up gets its own line.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
It reports and you decide. Nothing changes in your pricing or stock until a person changes it.
What it's worth
What those hours add up to.
2.5 hours a week, over 46 working weeks, is 115 hours a year. At $50 an hour, that’s
$5,750
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The owner pulls a sales report, a stock report and the aged debtors, then squints across three screens to work out how yesterday went. On busy days it doesn't happen, and a margin problem shows up at month end.
What we build
- Yesterday's sales pulled
- Stock risks added
- Compared with normal
- One page at 8am
- Odd things called out
A month in
You start every day knowing how yesterday went, quiet customers get a call within the week, and below-cost sales get caught the next morning instead of at month end.
FAQ
How is a daily sales digest different from the reports in our system?
Your system has the numbers. The daily digest puts the few that matter on one page every morning, before 8am, and points at the odd ones.
Can each sales rep get their own daily digest?
Yes. Each rep can get a digest of their own customers and targets, and the owner gets the whole business.
More for wholesale & distribution
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Bring this one to a free live build.
Thirty minutes on daily sales and stock digest. We build its elf with you, live, and you keep it.