Analytics dashboard with charts on a laptop screen

Monday Management Report for a Workshop

The weekly workshop report assembled from the job system export and the accounts package every Monday morning.

  • 104 hoursEstimated annual time released (2 h × 52 weeks)
  • Same calculationEvery week, from the source data
  • OvernightWhen the report is ready

Illustrative example. Figures are calculated from typical timings, not a measured customer result. Measured case studies, published with permission, will replace these over time.

Before

Every Monday the manager exports jobs, exports invoices, combines them in a spreadsheet, recalculates totals and emails a PDF to the owner. Around two hours, done differently depending on who does it.

After

Overnight the workflow retrieves both exports, applies the agreed calculations, generates the report, stores it and notifies the owner and manager. If either export is missing, an alert goes out instead of a silent gap.

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