A dental group, three clinics
How many new patients did we see in September?
184new patients
- Means
- A first visit attended, at any of the three clinics
- Agreed by
- The practice manager
- From
- The booking system
New patients, counted one way
The front desk counted bookings and billing counted first claims. Now both read one meaning, and the numbers match.
An online shop
How many active customers do we have?
12,480customers
- Means
- Bought in the last 12 months, with refunded orders left out
- Agreed by
- The head of marketing
- From
- Orders and returns
Active customers, one list
Marketing, support and finance send to the same customers, and nobody is counted twice.
A wholesaler
What’s our margin on olive oil this quarter?
18.4%margin
- Means
- Sale price less landed cost, with freight and duty in
- Agreed by
- The finance director
- From
- The accounts and purchase orders
Margin with the freight in
Each sale is matched to its purchase order on the agreed key, so no line goes missing from the sum.
A property manager
How many of our units are empty?
23of 410 units
- Means
- No signed lease on the 1st; units under notice counted apart
- Agreed by
- The head of lettings
- From
- The leasing system
Vacancy, as the owners count it
Units under notice show up on their own line, so the owners’ report and the lettings team agree.
A home services company
Which jobs lost money last month?
7of 212 jobs
- Means
- Hours at the loaded rate, plus parts, came to more than the invoice
- Agreed by
- The operations director
- From
- Timesheets, parts and invoices
Job cost across three systems
Timesheets, parts and invoices are joined the way your team agreed, and each of the seven comes with its working.
An accounting firm
Which of my clients are behind on their filings?
4of your 38 clients
- Means
- A deadline within 14 days and a document still missing
- Agreed by
- The managing partner
- From
- The practice system and the document portal
Only the clients you may see
Each accountant’s AI agent asks as that accountant, so it answers for their own clients and no one else’s.