Case
Analytics on a phone — without waiting for someone to gather a report
Sales, margin, ABC and receivables are available in a browser, on the accounting system's data.
≈ an approximate estimate of my actual process
Before
Getting a new cut of the data meant asking the accountant or a sales manager and waiting.
Part of the analytics lived in Excel and was refreshed now and then. The accounting system itself is awkward to use on a phone, and opening it up to the outside is not the best idea.
How I automated it
Data from the accounting system flows into a separate mirror.
On top of it run plain browser reports: clients by year, ABC of products, margin per client and per product, purchases, receivables.
They are built for a phone and need no separate mobile app.
After
Nobody has to gather a report: the cut you need opens on a phone at the moment you need it. And the morning report and the alerts about deviations arrive automatically — see how a report like this arrives in Telegram →
What it gave
When a question about a client, a margin or a purchase comes up, there is no need to first put in a request for a report.
The numbers are already on the phone, so the decision can be made when the question appears.
The owner stopped being the one who waits.
What would be different in your company
Everyone needs a different set of reports: margin per client for one company, sales and stock per shop for another, sales targets per manager or warehouse turnover for a third.
The reports are written around your questions instead of picked from a ready-made list. Who sees what is configurable too: the owner everything, the head of a line of business only their own.
Show me a similar processTechnical details
Django, a mirror of the accounting system, responsive reports