Data · Beginner · about 16 minutes

The reporting stack — daily, weekly and monthly do different jobs

You send a daily sales figure, a weekly summary with the same figures aggregated, and a monthly pack that aggregates the weeks. Three preparations, one message. The MD reads the monthly, skims the weekly and has muted the daily.

You need

Business: FMCG distributor, ₹18 crore, 190 retail accounts, Maharashtra. Readers: MD (decides credit, pricing, hiring), Sales head (decides allocation, visits), Warehouse head (decides dispatch priority).

Tool

A scheduled query plus a short AI summary

You get

DAILY EXCEPTION REPORT — WhatsApp, under 80 words, 8am. Conditions: (1) any account in the top 40 by revenue with no order for 21 days — this is the one that would have caught your ₹31 lakh problem in week three; (2) daily order value below 60% of the trailing 14-day average; (3) any SKU below…

Time saved

Typically cuts total reporting effort by 40–60% while increasing the number of reports actually read.