Daily owner report: yesterday’s revenue, sales and issues delivered at 8:00
A daily owner report pulls data from your POS, CRM, ERP, telephony and video analytics and sends a short summary to Telegram or email every morning. Key numbers, deviations from normal and what to check today.
What hurts
To see how yesterday went you open the POS, CRM, bank and the store manager spreadsheet. It takes half an hour every day. On weekends you lose the picture entirely.
There is a BI dashboard, but nobody opens it. It has too many charts and no answer to the simple question: what is wrong today.
You hear about problems late. A location opened late, revenue dropped, receipts were voided. The manager will tell you when you ask.
What we build
- Data from POS, CRM, bank and ERP such as Odoo or SAP
- Optional Happ Labs video analytics and call analytics
- Metrics by location, sales rep and channel
- Comparison with last week and plan, with deviation detection
- Short AI-written summary: what changed and what to check
- Delivery to Telegram or email at your chosen time
- Separate report versions for the owner and managers
- Report archive to compare any day with the same day last month
What you get
- Daily report delivered automatically
- Integrations with your data sources
- Configured metrics, thresholds and recipients
- Source code, access and documentation
- A way to change metrics without a developer
How we measure the result
- Owner time spent assembling the daily picture
- Time from event to reaction
- Deviations spotted in the report before a customer complaint
- Share of days the report arrives on time with complete data
Systems and stack
Industries
Questions
How much does the morning report cost?
From $5,000. The price depends on the number of data sources, locations and metrics, and whether video analytics is included. We give a fixed estimate within 2–3 days after discovery.
Which systems can you connect?
Common POS systems, Shopify, HubSpot, Pipedrive, Odoo, SAP, Google Sheets, banks with APIs, telephony and Happ Labs video analytics. In Ukraine also Poster, Checkbox, KeyCRM and BAS. Anything with an API or export can be added.
Can the AI get the summary wrong?
The numbers are calculated by code directly from your data, not by the model. AI only writes the short text summary. It can misread a trend, so every statement links to the exact figures.
What if one source does not respond?
The report still arrives on time, marked with the missing data, and we receive an alert. You never get an incomplete picture without a warning.
What happens after launch?
For the first weeks we refine metrics and thresholds with you. Then the report runs on its own, and we maintain integrations under an SLA when source APIs change.
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Describe the task. We reply within one business day, the first call is with the founder.
Describe the task. The first call is with the founder.
We reply within one business day. 30 minutes to tell you whether it is worth doing and what it costs.