Get a daily KPI briefing for management

Managers receive a daily written KPI briefing straight from the systems

Needs setupAI Act: no extra obligationsAnalysing & reporting dataAll industries

Fits: Leaders & strategy · Finance & accounting

Every morning, management reads in two minutes what has changed in the important figures and where to ask questions. Nobody has to pull together reports from several systems for it.

Is this for you?

  • Your important figures, such as incoming orders, revenue, open items or delivery rate, are available daily in systems.
  • Today, management looks at several reports or asks individual departments.
  • You can decide which five to eight figures really matter every day.
First step today

Enter five to eight KPIs from yesterday and the day before, with test values or rounded values, into a small table, together with target and responsibility, and use the template below to have a briefing written. Check whether you can find every figure in the text in the table.

How to go about it

  1. Define management’s questions
  2. Bring together the figures from the systems
  3. Have the briefing text generated
  4. Check the text against the figures, daily at first
  5. Keep the briefing short and consistently structured
  6. Set up automatic generation and sending

Templates to copy

Try it now
in the training
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Plan the rollout
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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

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A-094 · Legal status 08.10.2026