Margin Watch
WatchEvery morning
Know when your margin slips, before the month closes.
NeedsOrder or invoice dates · Revenue · Cost of goods · Ad spend, fees, refunds where you have them
Use this templateTemplates
Start from a gauge someone has already worked out.
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16ready to use
- ReportTell me the number.1
- WatchTell me when it changes.12
- PredictTell me what is likely.3
Business
3 templatesRevenue Watch
WatchEvery morning
Know when revenue moves outside its normal pattern.
NeedsOrder or transaction dates · Amounts
Use this templateDaily Revenue
ReportEvery morning
The number you would otherwise check by hand every morning.
NeedsOrder dates · Amounts
Use this templateBranches
2 templatesBranch Sales
WatchEvery morning
Know the morning after when one branch had an unusual day.
NeedsSale dates · Amounts · A branch or location column
Use this templateBranch Footfall
WatchEvery morning
Notice when fewer people walk into a branch than usual.
NeedsVisit, receipt or ticket dates · A branch column
Use this templateSales
2 templatesAd Efficiency
WatchEvery morning
Know when acquisition is getting more expensive.
NeedsAd spend by date · Order counts by date
Use this templateSales Performance
WatchEvery Monday
Understand which channel is behind a change in sales.
NeedsOrder dates · Amounts · A channel or product column
Use this templateMarketing
1 templateWebsite Visitors
WatchEvery morning
Catch a spike or a drop in visitors while it is still happening.
NeedsDates · Visitor or session counts (an analytics export works)
Use this templateFinance
4 templatesExpense Watch
WatchEvery morning
Catch unusual spending before it becomes a problem.
NeedsTransaction dates · Amounts · A category or description column
Use this templateCash Flow Outlook
PredictEvery Monday
See what is likely to come in and go out over the coming weeks.
NeedsTransaction dates · Amounts in and out
Use this templateRevenue Forecast
PredictEvery Monday
What next month looks like, with the uncertainty shown.
NeedsAt least 12 weeks of dated revenue
Use this templateRepayment Rate
WatchEvery Monday
See repayments slipping before they become defaults.
NeedsDue dates · Amounts due and amounts paid, or a paid-on-time flag
Use this templateOperations
4 templatesRefund Rate
WatchEvery morning
Notice returns climbing while it is still a small number.
NeedsOrder dates · Order amounts · Refund amounts or a refund flag
Use this templateDelivery Times
WatchEvery morning
See deliveries slowing down before the complaints arrive.
NeedsOrder or dispatch dates · A delivery time column, in hours or days
Use this templateStock Outlook
PredictEvery morning
Know when an item will fall below its reorder level.
NeedsDates · Stock on hand counts, from a sheet or inventory system
Use this templateSupport Tickets
WatchEvery hour
Know within the hour when complaints start piling up.
NeedsTicket creation times
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The builder turns any plain question about your data into a plan.