Module positioning
Positioning Reporting
The most under-pitched module in the platform. In several accounts the schedule is the actual thing being bought.
Leads inB2B & IndustrialFMCG & D2CBFSI · Neobank
What it is, in one line
"Describe the view you want and it gets built, saved, and delivered to whoever needs it on a schedule, with a record proving it went out."
Why it matters commercially
This is the most under-pitched module we have. Every account we've sold into has the same hidden line item: somebody rebuilds the same report every week. It's invisible in a demo and enormous in reality.
Look at how often the schedule itself is the deliverable:
- Revolut India: a Friday weekly report plus a monthly summary that matches the Sprout Social format they're leaving.
- Numeric UPS: a live dashboard that replaces the PPT performance review, shared with a multi-stakeholder agency.
- Dabur: an executive summary dashboard with email triggers for actionable items.
- 5paisa: their existing report templates replicated so the manual version can stop.
- Bata: automated weekly and monthly reports, drafts reviewed before finalising.
In at least three of those, Reporting isn't a feature of the deal. It is the deal.
How to position it by industry
| Industry | The angle |
|---|---|
| B2B & Industrial | Lead (co-sell). Role-based dashboards, the campaign manager's daily view and the leadership channel-mix view. Both live, replacing the monthly deck. |
| FMCG & D2C | Lead (co-sell). Executive summary with email-triggered alerts, and metrics split by managing agency. |
| BFSI · Neobank | Lead (co-sell). Replicate then beat the incumbent's report format. That's the displacement. |
| BFSI · Broking | Expansion. Scheduled creative and search-term reports. |
| Retail & Durables | Expansion. The recurring brand report the CMO asks for every Monday. |
| Consumer Internet & Media | Lead (co-sell). Saved dashboards, scheduled alerts, share links. |
| Agencies | Lead for performance agencies, multi-client dashboards and client reporting on a cadence. |
Demo it like this
Open Dashboards
You don't configure widgets, you…
Open Reports and point at the…
You've built the analysis. Nobody's…
Open Alerts
Cadence, channel, recipients, run…
Close on Playbook
vetted prompts by category, tagged with…
- Open Dashboards. "You don't configure widgets, you describe the view." Then show Open in chat: the dashboard is a starting point, not a dead end.
- Open Reports and point at the "without alert" counter. "You've built the analysis. Nobody's receiving it." That's a hook on almost any real tenant.
- Open Alerts. Cadence, channel, recipients, run history. "Here's the proof it went out."
- Close on Playbook: vetted prompts by category, tagged with impact and effort.
Watch-outs
- Email is the delivery channel on the screen today. If they ask for Slack, WhatsApp or push, take it as a requirement.
- Reports and alerts are separate objects on purpose: one analysis, several audiences, different cadences, and you can pause delivery without losing the report. Explain this; it pre-empts "why two things?"
- A tenant with many saved reports and zero active alerts is a common real state. It's a great hook, but don't present a paused account as if it's running.
Other modules