Net revenue, June
53,400EUR
+12.4% up vs May
Sales after discounts and returns, excluding VAT.
ERP · sales invoices · refreshed today, 07:00
Reporting & dashboards
Decisions with the source still attached.
+66.9% up Jun vs Jan
Example data Net revenue · ERP sales invoices · refreshed today, 07:00Dashboards and recurring reports from the systems you already run. Every total shows where it comes from, when it was refreshed and how it is calculated.
One-off setup + monthly subscription · EU hosting · Support in English and Romanian
Show the headline as a table
| Month | Net revenue (EUR) |
|---|---|
| Jan | 32,000 |
| Feb | 35,000 |
| Mar | 37,500 |
| Apr | 41,000 |
| May | 47,500 |
| Jun | 53,400 |
Every number arrives with its definition.
Example dataOrders, June
375orders
+11.6% up vs May
Completed orders, counted once.
POS + online orders · refreshed today, 07:30
Average order value
142.4EUR
+0.7% up vs May
Net revenue ÷ completed orders.
Calculated from the two figures on the left
Show as table
| Indicator | Value | Change vs May | Definition | Source |
|---|---|---|---|---|
| Net revenue, June | 53,400 EUR | +12.4% | Sales after discounts and returns, excluding VAT. | ERP · sales invoices · refreshed today, 07:00 |
| Orders, June | 375 orders | +11.6% | Completed orders, counted once. | POS + online orders · refreshed today, 07:30 |
| Average order value | 142.4 EUR | +0.7% | Net revenue ÷ completed orders. | Calculated from the two figures on the left |
01 / Ask the question
Where do the sales come from?
Change the measure, the split or the period. The definition, the total and the table follow the view.
- Source ERP · sales invoices
- Refreshed today, 07:00
- Owner Finance
Select a bar or a product line to explore its monthly composition.
Period total246,400 EUR
Read the chart as a table
| Product line | Net revenue (EUR) |
|---|---|
| Essentials | 127,500 |
| Home | 71,100 |
| Outdoor | 47,800 |
02 / Report vs live
The Monday spreadsheet answers last week. The dashboard answers today.
The Monday spreadsheet
- A copy of the data on the day it was exported
- Definitions live in someone’s head
- Two versions in two inboxes
The Reports dashboard
- Read from the source system on an agreed schedule
- One written definition per number
- Same figures for everyone with access
The spreadsheet still has its place: CSV export stays one click away.
How teams report today, and with Reports.
| Today: spreadsheets by email | Today: a BI tool your team maintains | With Reports | |
|---|---|---|---|
| Who connects the data | You, every week | Your team configures connectors | We set it up with you; each source is confirmed during scoping |
| Metric definitions | Implicit | Possible, your team writes them | Written and signed off in the project |
| Source and freshness per total | No | Depends on setup | On every total |
| Local tax context (currency, VAT, e-invoicing statuses) | Manual | Configured by your team | Set up in the project (currency and VAT; RO e‑Factura statuses for companies operating in Romania) |
| Company and role filters | Separate files | Configured by your team | Agreed and set up in the project |
| Support | — | Depends on the vendor | In English and Romanian, from the team that set it up |
| Hosting | Wherever the files travel | Depends on the vendor and plan | EU |
Already using a BI tool? Reports feeds it the same agreed definitions.
03 / Example dashboards
One dataset. The view each team needs.
These are the reports we most often scope. Each one uses your own sources and definitions.
Net revenue by channel, Jan–Jun 2026
Example dataA line connects points in time. This view compares categories, so it stays as bars, tiles or a table.
- Online shop89,300EUR36.2% of total
- Centre store58,900EUR23.9% of total
- B2B accounts50,600EUR20.5% of total
- North store47,600EUR19.3% of total
Show as table
| Category | Value (EUR) |
|---|---|
| Online shop | 89,300 |
| Centre store | 58,900 |
| B2B accounts | 50,600 |
| North store | 47,600 |
| Total | 246,400 |
Stock value by location, today
Example dataA line connects points in time. This view compares categories, so it stays as bars, tiles or a table.
- Main warehouse412,000EUR68.9% of total
- Centre store96,500EUR16.1% of total
- North store71,200EUR11.9% of total
- In transit18,300EUR3.1% of total
Show as table
| Category | Value (EUR) |
|---|---|
| Main warehouse | 412,000 |
| Centre store | 96,500 |
| North store | 71,200 |
| In transit | 18,300 |
| Total | 598,000 |
Open receivables by age, today
Example dataA line connects points in time. This view compares categories, so it stays as bars, tiles or a table.
- Not yet due148,000EUR61.2% of total
- 1–30 days late61,500EUR25.4% of total
- 31–60 days late22,800EUR9.4% of total
- Over 60 days late9,400EUR3.9% of total
Show as table
| Category | Value (EUR) |
|---|---|
| Not yet due | 148,000 |
| 1–30 days late | 61,500 |
| 31–60 days late | 22,800 |
| Over 60 days late | 9,400 |
| Total | 241,700 |
Orders shipped per week, W35–W40
Example data- W3581ordersfirst period
- W3686orders +6.2% up
- W3779orders −8.1% down
- W3892orders +16.5% up
- W3988orders −4.3% down
- W4095orders +8.0% up
Show as table
| Period | Value (orders) |
|---|---|
| W35 | 81 |
| W36 | 86 |
| W37 | 79 |
| W38 | 92 |
| W39 | 88 |
| W40 | 95 |
| Total | 521 |
The product
The Reports interface
Finance, sales and operations in the same layout: the chart, the indicators beside it and the definition of every figure underneath.
Example dataFinance view: open receivables by age, with overdue indicators and the metric definitionOpen full size (opens in a new tab)
-
Orders by product line, Q2 · Example data
-
Orders shipped per week, as a line · Example data
04 / Before the chart
Clarity starts underneath.
-
Agree the source.
We locate the records in your ERP, sales system or files, name an owner for each dataset and agree the checks that make it usable.
Integrations -
Define the number.
Revenue before or after returns? Orders placed or delivered? We write down the calculation, currency, time zone and exclusions before anyone compares totals.
Accounting -
Give it a rhythm.
We agree the refresh window, who reviews the figures and how they arrive.
See a delivery schedule
Dashboard
A shared link with sign-in and filters, with the detail behind a total as agreed in the project.
Recurring report
The weekly operations report sent on an agreed day, with the system and date for each total.
Structured export
CSV files with the period, grouping and totals you were looking at; Excel where agreed in the project.
Weekly operations reportExample data
- Schedule
- Every Monday, 08:00
- To
- Operations manager, Finance controller
- Includes
- Dashboard link + CSV
- Last sent
- Mon 5 Oct, 08:00
- Sources
- ERP 07:00 · POS 07:30
- Brief
- Source access
- Definitions signed off
- First dashboard
- Review with your team
- Recurring delivery
05 / Control
The same figure, for the right people.
Source and freshness on every total
Each total names its system and the time of the last refresh, so an old number is visible as old.
One definition per metric
A short metric dictionary sits beside the dashboard, and the definition is shown next to each total.
Company and role filters
Group companies, departments and managers see the slice they are allowed to see. Which views and exports each role gets is agreed in the project.
EU hosting, agreed retention
Data location, access and retention are written into the project before go-live.
Metric dictionary
Example data| Metric | Calculation | Source | Owner | Refresh |
|---|---|---|---|---|
| Net revenue | sales − discounts − returns, excl. VAT | ERP invoices | Finance | daily, 07:00 |
| Orders | completed orders, counted once | POS + online | Sales | daily, 07:30 |
| Stock value | quantity × unit cost (weighted average or FIFO, per your accounting policy) | Inventory | Operations | daily, 06:00 |
| Overdue receivables | open amount past due date | Accounting | Finance | daily, 07:00 |
One figure, filtered by role
Stock value, today
598,000EUR
All locations, including stock in transit
Example data The definition and source stay the same; only the slice changes.
06 / Sources
Sources we connect during setup.
Each connection is confirmed and tested during scoping. None is assumed to work out of the box.
- ERP: Orders, invoices, purchases
- POS: Receipts by store and product
- Inventory: Quantities, values, reorder points
- Warehouse: Picks, shipments, locations
- Accounting: Ledger, receivables, payables
- CRM: Pipeline and won deals
- e‑Factura (RO): Invoice statuses, for companies operating in Romania
- Integrations: Files and other systems via API or scheduled imports
Reports
Agreed definitions · source and freshness on every total
- Dashboard
- Recurring report
- Export
Other R&D COPILOT products, or no suite at all? We start from your existing exports and systems and scope each connection individually.
07 / Pricing model
Project cost up front, then a monthly subscription.
One-off
Implementation
Source mapping, metric definitions, first dashboards and recurring reports, role setup and team walkthrough.
Monthly
Subscription
EU hosting, scheduled data refreshes, updates, backups and support in English and Romanian.
Agreed up front
Changes
New reports or sources at a fixed hourly rate, estimated before work starts.
You get a written quote after we see your sources and the decisions the reports must support.
Decisions we make together
- Data & ownership
- Source access, measure definitions and export rights.
- Access & hosting
- Audience, permissions, data location and retention, agreed for your project.
- Delivery & handover
- Refresh cadence, output format, acceptance checks and documentation.
08 / Questions
Before you send a brief.
Something not covered here? Ask it in the brief and we answer in writing.
Which systems can Reports read from?
The R&D COPILOT products you use, such as ERP, POS, inventory and accounting, plus files and other systems through APIs or scheduled imports. Each source is confirmed and tested during scoping.
How fresh are the numbers?
As fresh as the refresh window we agree for each source: hourly, daily or weekly. The time of the last refresh is shown next to every total.
Who decides how a metric is calculated?
You do. We write the definition with the metric’s owner, you sign it off before the dashboard goes live, and it is shown next to the number.
Can each manager see only their own company or department?
Yes. Company and role filters are set up in the project, and role changes are handled through the agreed access process.
Can we still export the data?
Yes. The current selection exports to CSV with the period, grouping and totals you selected; Excel files where agreed in the project. If you end the subscription, you take all your exportable data with you.
Where is the data hosted?
In the EU. We sign a data processing agreement with you (GDPR Art. 28), and data location, access and retention are agreed in writing for your project.
How is it priced?
A one-off implementation fee and a monthly subscription. New reports or sources later are quoted up front at a fixed hourly rate.
What happens when two reports disagree?
We follow both totals back to their records, compare periods, statuses and definitions, and keep one agreed version. Our guide explains the method. Read the guide
From idea to implementation
Guides for your workflow
Design reports that show each team the right data
Build role-based reporting with consistent company and team boundaries across summaries, drill-downs and exports, including checks for changing user membership.
Read guideWhen two reports disagree, follow the data back to its source
Reconcile conflicting reports by checking business meaning, periods, statuses and source lineage, then explain each difference with traceable underlying records.
Read guideChoose dashboard measures around the decisions your team makes
Choose operational dashboard measures around real management decisions, with clear definitions, source freshness and links to the records and actions behind totals.
Read guideStart with one decision.
Tell us what you need to decide, where the data lives and who needs the answer. We’ll come back with a scoped first report.
One-off setup + monthly subscription · EU hosting · Support in English and Romanian