The Monday Pulse
See a real Monday Pulse.
One page, every Monday: your key numbers, the few things that need action, and what is on track. Pulled from the systems you already use. Here is a full example you can keep.
Book a free call- One page, every Monday
- Pulled from your own systems
- Part of the Intelligence retainer
The sample
One page. Everything that needs you.
Built from your finance, CRM, inbox, documents and operations, with your permission. Figures illustrative.
Needs your attention
£18.4k in overdue invoices — four now over 30 days old; chase them today. A £24k deal going quiet — Hartley & Co, no contact in 12 days; re-engage before it cools. A renewal at risk — renews in 18 days with no contact in 3 weeks; book the call this week.
Worth a look
3 quotes awaiting a reply, worth £21k combined, sent over a week ago. Team capacity at 88% next week — one team close to full; plan cover. A competitor cut its price, and there is 1 live tender that fits you.
On track
Cash position healthy and ahead of last week. All projects on schedule. No complaints raised this week.
Monday Pulse — Monday 2 June, 08:00
Download the full sample as a PDF — yours to keep.
What you're looking at
Answers, not another dashboard.
Your numbers, up top
The handful of figures that matter — cash, overdue, pipeline, win rate — so you get the state of the business in one glance.
The few things to act on
Not a wall of charts. The specific items that need you this week, each with a clear next step.
Built from your own systems
We connect to the tools you already use, with your permission, and read only what you give access to. Nothing changes in your accounts.
Checked before it lands
We check it before it reaches you, so what you read is trustworthy, not just generated.
See it on your own numbers.
A short call, then we build a first Pulse from a read-only view of your systems — so you can see exactly what yours would say before you commit.
Book a free call