Automatic Distribution
Automatic delivery of reports and information to stakeholders
40% of the analyst's time
Unproductive daily ritual
The reality in many companies, every morning
- Generate sales report
- Export files
- Send to directors
- Generate versions by area or rep
- Repeat deliveries across different channels
All of this is repeated day after day.
Always the same. Always manual.
Forgetfulness and delays
Tuesday
Analyst forgets to send the financial report.
Controller demands it at 11am.
Report goes out in a rush, running late.
Thursday
Analyst goes into an early meeting.
Reports are delayed.
Sales team starts the day with no numbers.
Friday
Analyst takes a day off.
No one takes over the sending.
Directors are left without information.
Manual processes depend on someone remembering, being available, and having time.
When this becomes routine, delays and failures aren't exceptions anymore.
Wrong versions and confusion
- Analyst sends report (yesterday's data at 11:59pm)
- +3 sales entered the system
- Manager: "My numbers don't match the dashboard"
- Analyst: "These numbers are from last night..."
Multiple versions circulating. No one knows which is the true one. Loss of trust in data.
Handcrafted customization
Each manager wants a specific report:
- Rep A: only their sales, South region
- Rep B: their sales + team comparison
- Manager: whole team
- Director: consolidated + deviation alerts
10-15 min per person.
With 20 people = 3-5 hours/week just customizing.
Configure once,
works forever
Smart Scheduling
Configure once: "Send sales report to the commercial team, every Monday at 8am, via email". The system does it by itself, forever.
Smart timing
System respects timezone, holidays, and weekends. If it falls on a holiday, it automatically sends on the next business day.
// A single schedule:
"Send sales dashboard to {list}"
"Filter: Recipient's sales"
// Delivery result:
→John receives only his sales
→Mary receives only her sales
→Manager receives consolidated view
Custom Filters
per Recipient
Rep A should only see their sales. Rep B only theirs. Manager sees all. A single schedule, multiple personalized versions automatically.
Multiple Channels
Attached PDF + interactive link
Link + summary
Web Portal
'My Reports' area
Mobile App
Direct push notification
Multiple Formats
Ready to print
Excel
For further analysis
PowerPoint
Ready-made slides
Link
Always updated data
Automatic Summary
In addition to the full report, the system automatically generates a summary highlighting key points and alerts.
BIMachine
Period: Nov 25 - Dec 01
HIGHLIGHTS
- Revenue: $ 2.4 million (104% of goal)
- South Region hit the goal (112%)
- North Region 15% below goal
ALERTS
- 3 reps below 70% of goal
- Product A with -30% sales vs last week
- 12 clients inactive for >30 days
Use cases by department
Daily Sales Report
What: Sales dashboard with filter per rep
When: Every business day, 8am
To whom: 15 reps + commercial manager
How: Email with PDF + interactive link
Filter: Each rep sees only their sales
Result: Sales reps arrive, email is already there. They start the day knowing exactly where they stand vs target.
Monthly Closing
What: Management P&L + Cash Flow + Receivables
When: Every 1st of the month, 9am
To whom: CFO + Controller + Directors (5 people)
How: Email with PDF + Excel
Filter: Automatic highlights (major deviations)
Result: Day 1 at 9:05 AM, directors already have the closing. 10 AM meeting discusses actions, doesn't wait for numbers.
Stock Alerts
What: Report of products on alert (stockout, excess)
When: Every business day, 7:30am
To whom: Purchasing Manager + Operations Manager
How: WhatsApp + Email
Filter: Only products with active alert
Result: Managers arrive, already know which products need immediate action. Zero surprises.
Individual Performance
What: Rep performance dashboard
When: Every Friday, 5pm
To whom: 20 reps
How: Private email
Filter: Each sees only their own performance
Result: Sales reps finish the week knowing where they stand. Monday they arrive focused.
Advanced Features
Conditional Distribution
Report is only sent if a condition is met.
Ex: Send costs to CFO ONLY if >10% above target
Layered Approval
Report goes through approval before reaching final recipient.
Ex: Controller reviews → approves → System sends to Directors
Automatic Versioning
System keeps history of all sent reports.
Ex: View report from 3 months ago, compare versions
Dynamic Recipients
Recipient list changes based on conditions.
Ex: +Director if company below 70% of target
Implementation: 1 day
Morning (3 hours)
- Identify current recurring reports
- Define recipients and frequencies
- Configure custom filters
Afternoon (2 hours)
- Delivery testing
- Format and summary adjustments
- Validation with key recipients
Free up 25% of your
data team's time
Strategic AI Diagnosis
Mapping of current analytical maturity- Identification of concrete opportunities for AI use in your area
- Prioritization of initiatives based on impact and feasibility
- Guidance on structure, tools and necessary integrations
Free Trial 14 Days
- Full platform + active Ada.IA
- Integration with your data sources
- BIMStore Templates
- Dedicated technical support in English
- No card, no commitment
Speak with one of our specialists
- Quick 30-minute schedule
- Overview and identification of opportunities
- Clear your doubts about the platform