We’re taking a brief pause from accounting to talk about reporting in general today.
Well this is a simple Primer: message us for any report you want!
Message us for any report!
As most clients know, the wonderful Tyler Hohman leads support at Rundoo. If you call our support number or chat in, Tyler is on the other side. He managed and worked at a paint retailer for nearly 8 years, and that retailer was Rundoo’s first client. So Tyler knows both paint and Rundoo inside and out.
Not to mention, he’s speedy! Our chat tracks our response time, and you can see he normally responds within two minutes. 😮
A brief round of applause for Tyler 👏👏👏
Anyway, we recently built tools that allow Tyler to pull and manipulate underlying data. We used these tools to send all clients a data pack at year end that included sale statistics by customer, product, and time. (If you don’t remember getting yours, just reach out—we’ll resend it).
Now, we are on a mission to leverage these tools to solve all of your reporting needs. This starts with us understanding what those needs are!
Some examples
Let’s walk through some examples. Each of the reports below took us just a few minutes to generate.
Note: I have anonymized the products and customers to maintain client privacy.
One client wanted to know profit generated by sales rep → looks like sales rep 1 is getting a good pay day.
Another wanted to know units sold by quarter for a buying show → now they know how aggressively they can buy.
And another wanted to know their percent of transactions per hour throughout the week to determine staffing → their biggest rush was actually in the afternoon and they were overstaffed in the morning.
For any of these reports, you can click on the cells and see the underlying data.
What is the vision?
Short-term: this!
Our shortest-term vision is precisely this—manually generating reports tailored to your needs. Because there are many different ways to slice this data, and because clients have varying degrees of comfort working with their own data, we are happy to do the heavy lifting for you. We are committed to offering this level of service as we scale.
That said, if we see clients consistently requesting similar types of reports, we may build those reports into Rundoo so that you can see them whenever you’d like.
Long-term: AI
Artificial Intelligence (AI) is such a buzzword that I hesitate to use it. But the truth is that the state of the art has moved forward tremendously in the last few years. Given Primer readers tend to like new technology, I imagine many of you have played with ChatGPT since it came out in November 2022. It’s impressive!
You can imagine a world where we put AI models on top of your data so that you can ask questions about your business to the AI. These could be both backward-looking (what has my margin been in paint over the last six months?) and forward-looking (what price changes would you recommend?).
This seems magical, but we don’t think it’s far off at all! 🪄
What next?
Message us for any report!
👋