Does it replace our dashboards?
No. It reads from the systems and dashboards you have and writes the report your team already uses. Nothing new to log into.
Weekly reporting · J-04
The weekly operations report, pulled together before Monday morning.
We build a system that pulls the numbers from your ERP, CRM, help desk and spreadsheets, checks them against each other and last week, and drafts the report with what changed and why. A person reviews it before it goes out. Measured before and after.
What changes
What it takes off your team’s Monday.
Today
- Hours every week exporting, pasting and reconciling spreadsheets
- Numbers that don’t agree between systems, found in the meeting
- Last week’s report rebuilt by hand, every week
- The reasons behind each change written from memory
With the system
- Numbers pulled straight from the source systems, on schedule
- Totals checked against each other and against last week
- A draft with the changes that matter called out and explained
- Anything that doesn’t add up goes to a person, flagged
How it builds a report
Five steps, and a person at the end.
- 01
Pulls
The numbers from your ERP, CRM, help desk and the spreadsheets that matter.
- 02
Checks
Totals against each other, and every figure against last week and its usual range.
- 03
Explains
What moved, by how much, and the orders, accounts or tickets behind it.
- 04
Drafts
The report in the format your team already reads: a doc, a deck or an email.
- 05
Hands over
A person reviews and sends it. Anything that doesn’t add up arrives flagged.
What we measure
Measured on your reports, before and after.
We time how your report gets made today, and again once the system runs alongside your team.
- Hours to build the report
- per week
- Time from week close to report sent
- in hours
- Corrections after it goes out
- per report
- Numbers pulled without a copy-paste
- share of the report
Your systems stay. It reads from them: NetSuite, Salesforce, HubSpot, Zendesk, Google Sheets, Excel, or the systems you already run.
The closest work we’ve shipped
Noah Play’s day screen totals the day’s sales by payment method and by hour and ranks the best sellers, straight from the records the owner confirmed. It’s how the toy shop decides what its 3D printer makes next. See the work
Questions
What ops leads ask first.
What if the numbers are wrong at the source?
It checks totals against each other and against last week, and flags what doesn’t add up instead of reporting it. A person decides.
How long does it take?
It depends on the job, and the quote says it. Our last two client systems took days to build, not months.
What happens to our data?
The system reads only what the job needs. We use AI providers’ business APIs, which don’t train on your data.
Bring us last week’s report.
Show us the report and where its numbers come from. In 30 minutes we’ll tell you what the system would take off your team, how we’d measure it, and a price range.
Fixed price per job, quoted after the callhello@harmoni.sh
Discovery call30 min · Google Meet