The amount of work associated with running the finances of a business is not easy or time efficient. At the end of the day it all comes back down to brute force analysis in excel and understanding of what drives your success.
With Digits Reports, we do the brute force statistical analysis for you and make it easy for you to deep dive into the data. Once you find they key drivers, we make it quick to then pull yourself back out to highlight the key changes quickly in a robust executive summary.
- Click on Digits Reports from your app springboard.
- Click on “+ New Report” in the top right of the reports browser.
- Choose which reports you want to send to your client and click “Generate”
- Read an executive summary that automatically pulls out the most relevant and largest changes in the business for the month
- Use the “Options” button on the left to bring in further variance and trend analysis to find key movers or new areas to highlight
- Hover to discover the deep dive analysis into anything relevant though insights on every account.
- Click the “Add to Executive Summary” button below an insight to add anything relevant to the Executive Summary.