SMEMindsPlaybook
Workflow library

Leadership · Intermediate · about 20 minutes

The 15-minute business review — data to insight to root cause to owner

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.

You need
Business: apparel wholesale, ₹19 crore, 190 accounts. Team: 6 field executives, one per territory.
Tool
Code mode on the export (Lesson 5.3)
You get
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?
Time saved
Preparation from 4 hours to about 45 minutes. Meeting from 60 minutes to 30. Across a management team that is roughly 6 hours a month.

The steps come with the AI Playbook

See plans