Your summary
The KPIs and charts you choose, with goals and progress. You open it and see how everything is going.
Your team,at your command.
Tell it what you want to organize and your system builds itself: KPIs, tables, meetings and access for your people. Whatever is missing, you ask for in your own words.
You ask the way you talk and it appears.
No menus to learn. The assistant knows your business and your whole system, and makes the change in front of you. If you don't like it, you undo it with one tap.
Add a column to see where each rep is traveling
The column shows up in your table, highlighted in yellow so you can see what changed.
Alert me if someone goes 5 days without updating
A rule is set. Whoever meets it shows up at the top, under what needs your attention.
Make me a chart of sales by region
It's drawn in your summary. Then you move it wherever you want, like a card.
And whatever you think of next.
For example: add a 3% commission, hide the amount in play from the team, set a goal for the month, make me a view of one region, compare against last Monday, update the meeting with my numbers.
What it comes with on day one.
It comes built from your answers. Then you arrange it your way: move the blocks, change the goals, add whatever is missing.
The meeting, already prepared
Item by item, with the day's numbers.
Your Excel, as it is
You upload it without tidying it up. The assistant reads it and updates what changed.
Your tables, viewed your way
Your team, your clients, your pending items. The same rows as a table, as cards you can drag, or as an agenda.
What needs your attention
You set the rules: who is behind, what is overdue, who hasn't updated.
Reports to send
Formatted Excel and a weekly PDF with your company's name and logo.
You see everything. Each person sees their own.
You build the system once. Your people sign in with their own account and see that same system, but only with their data. Tap each person and watch it change.
TeamHow Patricia sees it
RepRegionSalesCommission
LuisNorth$232,500$6,975
SofíaNorth$195,000$5,850
PedroWest$82,500$2,475
AnaSouth$67,500$2,025
She sees all 4 people and the commission, which she kept visible only to herself.
You start today.
It works on your phone and on your computer. Nothing to install.
You answer a few questions
What you want to organize, who is on your team and what you care about measuring.
It's built
With your people, your columns and your meeting. You upload your Excel or dictate the numbers to the assistant.
You give your team access
You send each person their link by WhatsApp and they create their password.