Business Performance Report

Provide four key files — CRM data, Finance data, HR data, and Sales data. AI consolidates these datasets into a unified analysis that highlights performance trends, bottlenecks, and opportunities. The final package includes a comprehensive performance report delivered in CSV, Excel, Word, PowerPoint, and PDF formats, giving you actionable insights across your business functions.

Gather four key datasets from your internal systems: CRM: Export opportunities, deals, or pipeline data (e.g., HubSpot, Salesforce). Finance: Export revenue, expenses, or cost data (e.g., QuickBooks, Xero, ERP). HR: Export employee records (tenure, department, role, performance) from your HR system. Sales: Export transactions, leads, or conversion data. All major business tools allow data export in CSV or Excel format — usually found under Reports → Export or Download data.

Example input files for Business performance report - CRM file , HR file, Sales file, Finance file