Leadership
Intermediate
20 min
The 15-minute business review — data to insight to root cause to owner
The problem
Sixty minutes. Twelve slides of figures. The first thirty minutes are people reading the pack for the first time and asking what a number means.
The workflow
1Compute the data
2Extract insights
3State problems in rupees
4Generate root-cause chains
5Frame options
6Send 24h ahead
7Decide owners
★Track
What you need
Business: apparel wholesale, ₹19 crore, 190 accounts. Team: 6 field executives, one per territory.
The tool
Code mode on the export (Lesson 5.3)
The prompt
Subscribers. The full prompt is part of the SMEMinds AI Playbook. See plans.
What comes back
PROBLEM 1 — We are losing ₹42 lakh a quarter from two accounts, which is 8.7% of quarterly revenue. ROOT CAUSE CHAIN Why did revenue fall?
Verify before you use it
Human review required. Check every line below before this leaves your screen.
- Answer the one question before the meeting. It takes five minutes and it is the difference between a decision and a debate.
- Check that Branch A is not being favoured because it is the more comfortable explanation. A process gap is easier to discuss than losing to a competitor.
- Confirm the ₹42 lakh figure and the 8.7% against the computed tables. The problem statement's number is the one everyone will quote.
- Verify the leave dates against HR records rather than memory. The whole timing correlation rests on them.