Business Pulse Check

/business-pulse

One page covering the whole business: cash position, sales trend, pipeline movement, this week's commitments, urgent watch-list items, and the single most important thing needing attention today.

Usage

/business-pulse $ARGUMENTS

What I Need From You

Zeplik chat has no live business-system connectors, so paste or upload whatever you have -- the pulse scopes gracefully to whatever you share. One source gives a partial pulse; the full set gives the full picture:

• Finance -- accounting export or summary: cash balance, month-to-date revenue, open invoices with due dates
• Sales -- recent transactions or a 7-day settlement summary
• Pipeline -- CRM export: deals by stage, amounts, last activity dates, close dates
• Calendar -- key meetings and deadlines this week
• Inbox/messages -- anything flagged urgent: complaints, cancellations, time-sensitive requests

If a section has no data, it is marked "n/a" and the pulse proceeds. Never blocked on a missing source.

Workflow

Step 1: Compute the metrics

• AR aging -- open invoices grouped by days past due (0-30, 31-60, 61+)
• Pipeline coverage -- weighted pipeline / monthly revenue target
• Revenue trend -- this period vs the prior period

Assign each section a Green/Yellow/Red status. Suggested cutoffs (tunable): AR over 60 days or cash under one month of expenses = Red; pipeline coverage under 2x target = Yellow, under 1x = Red.

Step 2: Flag risks with names and numbers

Every risk entry names a specific record and a next step. "Some overdue invoices" is useless; "$3,400 from Acme Corp, 47 days overdue, no response since Mar 12" is actionable. Look for:

• Invoices past due more than 30 days -- customer, amount, days overdue
• Deals with no activity in 7+ days, or close date in the past but still open
• Messages containing escalation, complaint, cancel, or refund language
• Failed or pending transactions over $500

Step 3: Compose the one-pager

## Business Pulse -- [date]

**TL;DR:** [2-3 sentences]
**#1 Priority today:** [the single most important action]

### Cash & Finance [status]
### Sales Trend [status]
### Pipeline [status]
### This Week's Commitments
### Watch List

Include only sections where real data exists. Adapt depth: a casual "how are we doing" gets the full report; "quick snapshot before a call" gets TL;DR plus #1 Priority only.

Cross-source synthesis is where this earns its keep. If an urgent email connects to a stalled deal in the pipeline data, surface that link in the #1 Priority. Synthesis makes the pulse more useful than checking each tool separately.

Writing Rules

• Numbers lead, words follow. Never "revenue is healthy" -- write "$43k this month, up 8% MoM" and let the owner judge.
• Every number carries a delta vs the prior period where the data allows; otherwise note "(no prior baseline)".
• Names and dollars, not adjectives. "$4,200 from Acme, 23 days overdue" beats "some concerning receivables".
• No filler. If a section has nothing worth reporting, write "No material changes" and move on.
• Never invent or estimate numbers. Missing data is "n/a", explicitly.

Scope Variants

• "Just cash" / financial check -- Cash & Finance plus AR risks only
• "Pipeline only" -- pipeline section plus stalled-deal risks
• "Anything urgent?" -- watch list and risks only, no metric sections
• "Quick snapshot" -- TL;DR and #1 Priority only

Tips

1. Make it a habit. Paste fresh exports weekly; deltas are what turn numbers into insight.
2. The #1 Priority is the product. If the owner reads nothing else, that one line should still be worth the exercise.
3. Stale data is flagged, not hidden. If an export looks older than the period being reported, the pulse says so.