The weekly report, ready Monday morning.
Will pulls together sales, orders, cash and what got stuck, from the ERP, the store, the marketplaces, the bank through Open Finance (regulated by Brazil’s Central Bank) and ClickUp, and sends it to whoever needs to read it before the meeting. Every number comes with its source.
HHelenaowner
Hey Will, every Monday, send the team the weekly summary.
NuvemshopAdded up the week’s website sales
Mercado LivreAdded up Mercado Livre, Amazon and Shopee
ClickUpListed what got stuck and who can unblock it
GmailSent the team the summary at 07:00, with sources
Example · fictional company and data
Before and after Will
Without Will
- On Sunday night, someone builds the report in a spreadsheet.
- Each department sends its own numbers, each in a different format.
- The meeting starts with "where did we leave off?".
With Will
- Every Monday, without asking. The report arrives ready at the start of the week, by email, in Slack or on WhatsApp for whoever needs to read it.
- Numbers from every source. Store and marketplace sales, orders in the ERP, cash through Open Finance and tasks in ClickUp, every number with its source.
- What got stuck, and why. Stuck orders and tasks show up with the reason and with what Will has already done to get them moving.
- Your company’s way. You choose what goes in: sales, orders, suppliers, projects. And you can ask for a summary anytime.
A day with Will
Example: Lume Casa (fictional), a home-goods online store with 38 people.
How was the week?
212 orders went out and 9 ran late, 7 of them because of the linen from Têxtil Norte. Two decisions are waiting on you: Duda’s discount and the new linen date.
Can you send that to the team before the meeting?
Sent. It’s on the Monday meeting card in ClickUp, with a link for every number, and the team got it by email.
Example · fictional company and data
The features behind it
The parts of Will that do this work.
Frequently asked questions
Do I need to ask for the report every week?
No. It arrives every Monday, at the time the company chooses. And you can ask for a summary anytime.
Where do the numbers come from?
From the ERP, the store, the marketplaces, the bank through Open Finance and ClickUp. Every number points to its source, so anyone can check it.
Does it replace my BI tool?
No. Will sums up the week in plain language and shows what needs a decision. Dashboards and analysis stay in your own tool.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.