THE LOOP
The plan, the operation and the alert, in one loop
Operational data marks progress toward the goal. No one updates anything.
01 · THE PLANWeekly goals in OBSThe annual goal broken down into weekly goals by route, sales rep or service line, each with a single owner.
02 · THE REALITYSales, warehouse and cash in G2Every order, delivery note, invoice and shipment is recorded where it happens. One dashboard with the full view of the business.
03 · THE PUSHNICO, MORA, CLARA and ReplenishmentNICO prepares each sales rep's 7:30 a.m. briefing. MORA follows up on receivables by aging bucket. CLARA reconciles every night. Replenishment suggests the purchase order; you review and issue it.
04 · THE ALERTOn WhatsApp, to the right personA weekly WhatsApp summary with each route's or line's goal, plus alerts for a stalled quote, cash below the minimum or an imminent stockout. Information only.