A monthly reporting pack produced automatically: plan vs actual, margin drivers, variance commentary and the two or three decisions that follow.
September 2026 · draft
Revenue
€184.2k
Gross profit
€77.0k
Operating profit
€24.2k
| Line | Actual | Plan | Variance |
|---|---|---|---|
| Revenue | €184.2k | €173.0k | +€11.2k |
| Cost of sales | €107.2k | €99.4k | -€7.8k |
| Gross profit | €77.0k | €73.6k | +€3.4k |
| Operating costs | €52.8k | €51.0k | -€1.8k |
| Operating profit | €24.2k | €22.6k | +€1.6k |
Inside the pack
All figures shown are illustrative examples, not client data.
Six-month view
Revenue vs Plan
AI commentary
Revenue beat plan in 4 of 6 months, but cost of sales grew faster than volume in August.
What moved gross margin
AI detected
Discounting on Line B removed most of the price increase gained in July.
Recommended action
Cap discount authority on Line B and review the top 10 discounted deals.
Data signal
Cost of sales grew 7.8% while volume grew 4.1%.
AI detected
Unit cost inflation is not passed through in current pricing.
Business action
Model a 2% price adjustment on the two lowest-margin lines.
Reporting cycle
Data close
Sources are consolidated and reconciled automatically.
Analysis
Plan vs actual, margin bridge and cost drivers are computed.
Commentary
AI drafts the variance explanation for review.
Distribution
The pack lands with owners and managers on a fixed day.
Your reporting pack, produced on the same day each month, with the analysis already done.