Client reports from your numbers and notes.
Bring the numbers for the period, your comments and the plan. Naimi builds the report from your template: what changed, why, and what you suggest next.
Bring the numbers and context
Add the results for the period, the previous report and your notes on the account.
- Numbers for the quarter
- Last quarter’s report
- Your comments
Ask it to explain the changes
AI compares the results with the plan and the previous period and takes the reasons from your notes.
Prepare the Q2 report for Harbor & Main Home Goods. Compare it with Q1 and the plan, and take the reasons from my notes. End with three actions for Q3.
Check it and send it
Check the numbers and the conclusions. Next period, you reuse the template with new data.
Questions about this use case
Does Naimi connect to my analytics tools?
No. Start with data you upload yourself. Pulling it in automatically from analytics tools or a CRM needs an integration with them.
Can the client ask a question in the report?
Yes. Add a question field to the web template. The answers are saved in Naimi and on the client’s card. These fields work in the web version only.
Do I rebuild the report every period?
No. The template stays, and you change the period, the numbers and the comments.
Templates for this use case
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