Weekly Business Report Automation

Hey,

I want to give you a full breakdown of how to set up weekly executive metric reporting so that each week, you can review your company’s metrics and understand the direction your business is heading for the month.

This allows you to plan the upcoming week effectively, attack it with a clear strategy, and continue hitting your monthly goals.

By consistently hitting your monthly goals, you’ll stay on track to achieve your quarterly, annual, or any other cadence-based targets.

It all starts with having an executive dashboard that pulls all your data into one organized ecosystem.

Without this centralized ecosystem, you’ll struggle to keep track of everything and will need multiple automations that have to communicate with each other, which creates a disorganized and inefficient process.

Once you have your data in one place, it becomes much simpler to build an automation that pulls all your metrics, making the reporting process seamless.

To get started with automation, you need to pull the following metrics:

1. Sales Metrics:

   • Number of appointments booked.

   • Number of meetings closed.

   • Cash collected.

   • Main sources of lead generation.

2. Content Metrics:

   • Number of content pieces posted this month and last month.

   • Number of meetings booked from content.

   • Deals closed through social media.

3. Client Capacity Metrics:

   • Current overall client capacity.

   • Client capacity per different services offered.

4. Email Stats:

   • Number of emails sent.

   • Replies received.

   • Bounce rate.

   • Reply rate.

By pulling these metrics every week, you can assess your company’s direction and growth.

From there, you can make necessary adjustments, ensuring that you’re constantly moving in the right direction and improving your operational efficiency.

Building this automation is straightforward once you have all your numbers centralized in one ecosystem.

For me, it only took about 30 minutes because I had everything in one place, which allowed me to create one streamlined automation for all departments and metrics.

If you don’t have a centralized ecosystem, you’ll find yourself having to juggle multiple automations from different sources, which can be a hassle and lead to disorganization.

This centralized system is the foundation that allows you to easily pull all of your metrics into one place, analyze them weekly, and adjust as needed to hit your long-term goals.

Ciao,

Tyler