Operations guide

The reports an SME owner should see before month-end

Use receivables, payables, sales and operational exceptions to act earlier.

An owner dashboard should point to decisions and source records, not just display attractive totals.

Start with money

Track invoiced value, confirmed collections, receivables, purchase commitments and stock value with clear date and branch scope.

Show exceptions

Overdue invoices, low stock, failed integration deliveries and pending approvals should be visible and actionable.

Document each KPI

Every metric needs a formula, source, permission, freshness label and drill-down. Rule-based metrics should not be presented as predictive AI.