Our projects
Monthly partner reports
Every partner gets their own numbers, chart and email each month, drafted and awaiting your approval. Easily scaled as your partnerships grow.
Month-end, running on its own. You approve what goes out.
monthly-partner-reports · run 12Done
1Exports land in the folder
Done- platform-export.csv5,200 rows
- billing-export.xlsx3,100 rows
- adjustments.csv1,300 rows
- partners.csv80 partners
Dropping the month’s exports into a shared folder starts the run. No one opens them.
2Rules check every row
Done9,600of 9,600 rows
all rows checked
- Totals reconcile across all 3 exports
- !2 mismatches flagged for a person
- Revenue and monthly change for 80 partners
3Drafts wait for your approval
Done80of 80 drafted
- Harbor & Pineto + 3 cc · monthly reportReady
- Fieldnoteto + 2 cc · monthly reportReady
- Lumen Dailyto + 1 cc · monthly reportReady
80 drafts in your mailbox. Nothing sends until you approve it.Example run · illustrative data
Example run on illustrative data, with screen time compressed. Names and figures are made up.
What goes in, what comes out.
What you give it
- This month’s exportsPlatform, billing and adjustments, as CSV or Excel
- A partner sheetContacts, rates and who gets copied
It runs on its own
Starts when the month’s files land in a shared folder
What you get
- One report per partnerNumbers, a chart and a short written summary
- One email draft per partnerCorrect to and CC, sitting in your own mailbox
- An exceptions listAnything the rules refused to guess at
How it runs
- 1Dropping the month’s files into a shared folder starts the run.
- 2Rules merge the exports, reconcile totals and compute each partner’s metrics.
- 3Each partner’s report and email draft is written from a template you control.
- 4Drafts wait in your mailbox. Approve them one by one or in bulk.
Runs on
Your Google Sheets and Gmail. No new software for your team to learn, and $0 recurring costs.
What it isn’t
- A partner-management platform
- A monthly SaaS subscription