Founders don’t need more data; they need rhythm. Each week, pull a short set of ERP reports that turn numbers into action. As a result, you’ll spot risks early, align teams faster, and protect cash.
- Executive KPI Snapshot
First, start with a one-page view that leaders can scan in a minute. Include revenue vs. plan, gross margin, on-time delivery, and cash on hand. Additionally, add two leading indicators, such as booked capacity and qualified pipeline. Consequently, your Monday meeting begins with facts, not anecdotes. Place this view on the KPI dashboard in your ERP so everyone sees the same truth.
- Plan vs. Actual: Production & Fulfillment
Next, confirm whether operations can keep promises. Track planned vs. completed work orders, first-pass yield, cycle time, and backlog age. Meanwhile, segment by line or product to surface hotspots. If variance spikes, run a quick root-cause review and assign an owner. Therefore, small problems won’t snowball into missed ship dates.
- Inventory Health & Valuation
Then, balance service levels with working capital. Monitor days of inventory, turns, safety-stock breaches, and slow movers. In addition, review excess and obsolete exposure plus standard vs. actual cost. This is where an ERP inventory valuation report helps finance and operations speak the same language. Consequently, you can decide to buy less, buy now, or liquidate with confidence.
- Order Book & Promise Dates
After that, link sales reality to capacity. Show quotes, open orders, available-to-promise dates, fill rate, and backorder aging. Furthermore, compare weekly bookings to materials and machine hours. If demand outruns capacity, lock delivery dates early, reprioritize SKUs, or start a limited expedite plan. Thus, customers get reliable dates and your team avoids fire drills.
- Cash, Collections & Working Capital
Finally, protect runway. Review AR aging, DSO, unapplied cash, AP due in 14/30 days, and projected balance by week. Notably, focus on changes, not just totals. Track the top delinquent accounts and the five vendors that matter most. As a result, you’ll fund growth without surprise shortages.
How to Keep Weekly Reporting Useful
- Keep it short. One page per report, no more.
- Standardize thresholds. Define green, yellow, and red once and keep them consistent.
- Schedule the send. Automate delivery from the system every Monday morning.
- Add owner notes. A single sentence beside each red metric turns a number into a plan.
- Lock definitions. Freeze field names and formulas inside the platform to avoid spreadsheet drift.
- Tie to meetings. Review the five views in the same order every week; therefore, decisions feel calm and repeatable.
Why Weekly Beats Daily (and Monthly)
Daily data creates noise. Monthly views arrive too late. By contrast, a weekly cadence shows trend and gives time to act. Likewise, it reinforces accountability because every metric has an owner and a next step. Overall, these reports help leaders steer with facts, prioritize scarce resources, and communicate clearly.
Ready to set up these weekly ERP reports in BrilliantTechnologies? Book a quick walkthrough and start next week strong.
