Monthly reportby hand
Invoices
Hours
Quotes
Charts
copy, check, copy again
Your numbers on one page, and every chart already tells you what it means.
A custom program, yours to use. It gathers the numbers from the files you already use.
Where you start
You already have the numbers you need.But they sit in three different programs.
1Invoices
2Team hours
3Quotes
Today
Every month you copy them into the report by hand……and redo the charts from scratch.
Invoices
Team hours
Quotes
Together
The program gathers them by itself……on one page, with the numbers that matter.
- Invoices
- Team hours
- Quotes
Your numberslast 12 months
- Revenue
- CHF 5.38 million
- Travel hours
- 13%
- Quote requests
- 318
Updates by itself
The result
Every month, a dashboard of your numbers.Change area and period with one click.
Your numbers this monthas of 31 Aug 2026
- Revenue
- CHF 5.38 millionCHF 1.10 million
- Travel hours
- 13%10%
- Quote requests
- 31872
Travel hours as a share of hours worked, last 12 months: Mendrisiotto 20.6%, Lugano city 12.6%, Malcantone 10.0%, Vedeggio and Capriasca 8.6%.
August: 15 quote requests from Malcantone. Usually about 5.
Shall we try it with your numbers?
Tap to go forward, hold to pause.
Reports and figures
Where you start
You already have the numbers,but in three different programs.
1Invoices
2Team hours
3Quotes
Today
Every month you copy them by hand.
- Invoices
- Hours
- Quotes
Monthly reportby hand
Invoices
Hours
Quotes
Charts
copy, check, copy again
And redo the charts from scratch.
Together
The program puts them by itselfon one page.
- Invoices
- Hours
- Quotes
Your numberslast 12 months
- Revenue
- CHF 5.38 million
- Travel hours
- 13%
- Quote requests
- 318
Updates by itself
The result
A dashboard of your numbers.Change area with one tap.
Your numbers this monthas of 31 Aug 2026
- Revenue
- CHF 5.38 millionCHF 1.10 million
- Requests for quotes
- 31872
Travel hours as a share of hours worked, last 12 months: Mendrisiotto 20.6%, Lugano city 12.6%, Malcantone 10.0%, Vedeggio and Capriasca 8.6%.
The result
If something changes, it tells you.
August: 15 quote requests from Malcantone. Usually about 5.
The rest is up to you:
Understand why
Decide what to do
Shall we try it with your numbers?
Sound familiar?
Things you might say, and what changes from tomorrow. Tap the ones you’d say yourself.
-
Every month I copy the figures into the report and redo the charts.
From tomorrow
The program takes the numbers from where they already are and redraws the charts every month. Reading them is up to you.
-
The numbers I need are spread across three different programs.
From tomorrow
Invoices, team hours and quotes end up on a single page that updates itself.
-
I look at the charts, but I can’t tell what they’re saying.
From tomorrow
Every chart has a title that already says what it means. What to do about it is your call.
-
By the time I notice something’s wrong, it’s too late.
From tomorrow
When a number moves out of the ordinary, the dashboard flags it: like the requests from Malcantone in August.
Then it’s worth a conversation.
Bring the files you copy the numbers from: that’s where we start.
Example based on a made-up company. For you, the dashboard reads the files and programs you already use.
Shall we try it with your numbers?
30 minutes, no commitment, to work out together where to start.
Book a free call (opens in a new tab)