The Business Summary / Analysis module is designed to provide a comprehensive view of your workspace dynamics through AI-driven analysis. Receive daily, weekly, and monthly insights delivered to your inbox, and ask specific questions to dive deeper into the data when needed. Empower yourself with the information necessary to drive strategic decisions and operational efficiency.
Key Features:
Summaries
Stay updated with daily, weekly, and monthly summaries that provide an overview of key metrics and trends in your workspace. These insights help you track performance, identify opportunities, and address challenges proactively.
Daily Reports: Every morning, receive an email summary of the previous day’s activities, highlighting important metrics and trends.
Weekly Reports: Get a comprehensive overview of the week’s performance, sent every Monday morning.
Monthly Reports: Receive a detailed summary of the past month’s activities and trends, helping you plan and strategize for the future.
Interactive Analysis
Dig deeper into your data with interactive analysis capabilities. Ask specific questions and get instant answers, allowing you to explore various aspects of your business in detail. The data encompasses clients, leads, invoices, time worked, projects, and more.
• Query-Based Analysis: Type your questions into the AI interface to receive detailed responses. For example, ask about sales performance, customer engagement, or operational efficiency.
• Real-Time Data: Get up-to-date information based on the latest data available, ensuring your decisions are based on current trends and metrics.
• Location of Interactive Features: Access these features in Homebase –> Business Summary.
How to Use Moxie Business Summary / Analysis
Accessing Summaries
Daily, weekly, and monthly insights are automatically delivered to your inbox. Here’s how to make the most of them:
Check Your Email or view Homebase --> Summary: Open your inbox to find the summary emails from Moxie Assistant.
Review Key Metrics: The emails will highlight essential metrics and trends from the previous day, week, or month.
Follow-Up Questions: If you need more details, ask follow-up questions through the interactive analysis feature.
Conducting Interactive Analysis
Interactive analysis allows you to ask specific questions and receive detailed answers instantly. Here’s how to use this feature:
Access the Analysis Interface: Navigate to Homebase –> Business Summary within Moxie Assistant.
Type Your Question: Enter your question into the query box. For example, you might ask, “What were the top-performing products last week?” or “How has customer satisfaction changed over the past month?”
View the Response: Moxie Assistant will process your query and provide a detailed answer, often accompanied by visual aids such as charts or graphs.
Refine Your Inquiry: If needed, ask follow-up questions to delve deeper into the data.
Good Prompts and Prompt Engineering
To get the most out of Moxie Assistant’s interactive analysis, it’s important to ask clear and specific questions. Here are some examples of good prompts:
Client Time Tracking: “What client did I spend the most amount of time on last month?”
Invoice Payments: “Which client took the longest to pay their invoices?”
Ticketing System: “Who opened the most tickets in the last quarter?”
Project Performance: “Which project had the highest completion rate this month?”
Lead Conversion: “How many leads converted into clients last week?”
Employee Productivity: “Which team member logged the most hours this week?”
Tips for Effective Prompt Engineering
Be Specific: Clearly define what you are asking for. Instead of asking “How is my business doing?”, ask “What were the total sales last week?”
Identify Metrics: Mention the specific metrics you want to analyze, like “client payments,” “time worked,” or “tickets resolved.”
Ask Follow-Up Questions: If the initial response isn’t detailed enough, ask a follow-up question to dive deeper into the data. For example, “Which clients paid late last month?”
Benefits of Business Intelligence / Analysis
Informed Decision-Making: Access real-time, relevant data to make informed business decisions.
Proactive Management: Identify trends and address issues before they become significant problems.
Time Efficiency: Save time by receiving concise, regular summaries and using interactive queries for detailed analysis.
Comprehensive Data: Analyze a wide range of data including clients, leads, invoices, time worked, projects, and more.
Tips for Effective Use
Regular Review: Make it a habit to review daily, weekly, and monthly summaries to stay informed.
Ask Specific Questions: Be precise with your queries to get the most relevant and detailed information.
Leverage Visuals: Utilize the charts and graphs provided in the responses to better understand the data.
Follow-Up: Use follow-up questions to drill down into the details and gain deeper insights.
Getting Started
To start using Moxie Assistant’s Business Intelligence / Analysis module, navigate to Homebase –> Business Summary. Begin exploring interactive queries and summaries to unlock the full potential of your business data.
(Yes, this article was written by Moxie Assistant)