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Where it stands now

More figures: gross profit, margin, expenses and the report indicators
Report indicators

These indicators use preset rules for this report. They highlight items to review with your team; they are not industry benchmarks or a full assessment of the business.

About this report and what is inside

Business Pulse is a free KlaroFlow report. Explore the sample business, or load your own workbook or CSV to review the information it supports: sales, orders, payments and how long they are overdue, stock per warehouse and lots that expire soon. It highlights findings, data gaps and suggested checks to discuss with your team: understand the business, review the data, discuss the findings together, agree on practical next steps and check progress.

Who it is for Owners and managers. No analytics background needed.
Your data stays yours Business Pulse reads your imported file in this browser tab. No upload, no account.
Five sheets, or just one Orders, customers, payments, inventory and expenses. A plain sales CSV still works; the parts the file does not carry say so.
Yours to keep Save the whole report as a letter-size PDF.
It shows what is available See which fields and records are available, and which results need further checking.
Use your data
What is inside

See what happened

What happened

 

Sales summary

Orders

Which orders are still waiting?

What this says

Open orders, oldest first
Orders by warehouse
Delivery speed
Sales

Which products or services contribute most?

What this says

Sales by product or service
By category

Tap a category to filter the whole dashboard. Tap it again to see everything.

Margin leaders
Cost

Where do operating expenses go?

What this says

Whole-business operating expenses by category
Gross profit against whole-business operating cost

Collections

What has been collected

What this says

Delivered sales by payment state
Collection rate
Customer labels with an open balance

Receivables ageing

Open balance by how long it is overdue

Overdue by customer
Inventory

Which stock needs review?

What this says

Stock by warehouse
Slow stock

Expiring soon

Stock on hand against each reorder level
Customers

Who the revenue depends on

What this says

Sales by customer
Customer detail
Sales team

Who sells what, and who holds the overdue balance

What this says

Sales by salesperson
Sales by town
Findings

What the findings say, in plain terms

Review the findings, their limitations and suggested checks alongside your knowledge of the business.

Suggested checks

Suggested checks to discuss

Check the records first, then agree priorities with your team.

Data quality

What the data supports

Review coverage, consistency checks and limitations alongside the findings.

Coverage checks
Report limitations: what this report does not cover
  • No budget or targetPerformance against plan cannot be assessed, because no approved budget exists in the data.
  • No full cash flowCollections are tracked, but this is not a cash-flow statement.
  • No tax or financingTaxes, interest, loans and depreciation are not modelled.
  • No industry benchmarkEverything here is measured against this dataset only.
  • Built for the template's sizeUp to 2,000 rows per sheet (500 on the Warehouses and Salespeople lists), the same as the template and more than the sample business uses. Rows past that line are not read, and the coverage checks say how many were left out.
Use your data

Bring your own sales file

Download our Excel template, paste your data into its sheets, and upload it here. A plain sales CSV works too.

Download the sample data (Excel)

Contact us

Our first service, Start simple, opens soon. Want to start early? We’d be glad to meet over coffee, on a day and time that suits you. Email [email protected] or message us on Messenger.

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