QUARTERLY BUSINESS REVIEW

A quarterly business review from the export.

Drop the quarter export you already have. This template has three parts: the result, the change, and the decision. A part is supposed to come from the file.

Before

A CSV or PDF from the quarter you already have.

After

A report from that file. The result, the change, and a decision appear only when the file already states one.

Watch a ticket export become the quarterly review.

Posh reads the export, counts what matters, writes the review, and you add your note before the client sees it.

Fictional sample.

You drop

CSV or PDF

the export you already have

Numbers

Supposed to come from the file

asked to match the file

Pro

$29 a month

not per client

Live connection

None

no login to the tool

01

The result

If the file states a quarter and a main figure, the opening can name them. Only a figure the export already states. Posh does not add a target or a score the file does not contain.

02

What changed

If the file states a change, the next section can name it. A rise or a fall appears only when the file already states it. A change that is not in the file is not written.

03

What needs a decision

If the file already names a decision, the report can include it. If it does not, this section is omitted. The report should not add a recommendation that is not in the file.

Ready to try it

Drop a file. Get a report.

Drop a PDF, a spreadsheet, a Word file, or markdown. Up to 10 MB. Without a paid plan you see a short preview.