Numbers with sources
Every number points to the order, product, bank transaction or email it came from.
Ask for a report the way you’d ask a teammate. Will pulls the numbers from Bling, Nuvemshop, Mercado Livre and the bank, shows where each one came from, explains what changed and says what it left out. Like the format? Make it a routine.
Hey Will, how’s the sales team doing? Sales feel slow.
The team is at the same pace: 42 proposals, like last week. What dropped were social media leads: 31% fewer since Monday.
Sources: Bling and RD Station. Example with fictional data.
Every number points to the order, product, bank transaction or email it came from.
Sold less on Mercado Livre? Will cross-checks stock, prices and listings and shows what changed.
Turn the report into a routine: "every Monday at 08:00." If you like, Will also updates your spreadsheet in Google Sheets.
Margins and finance numbers show up only for the people allowed to see them.
Will is one thing. This part leads you to these others.
The teams, companies and tasks this part of Will works on.
Industries
Who it’s for
Tasks
Your ERP, like Bling, Omie or Tiny, your store, the marketplaces, your CRM and your banks through Open Finance (regulated by Brazil’s Central Bank). Every number shows where it came from.
No. It answers day-to-day questions and explains what changed. The dashboards you already have stay where they are.
The report shows the source of every number, so you can trace it and fix it there. If you ask, Will fixes it.
This is one part. See the others.
Conversation
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.