Monthly Business Reports: Simple Insights, No Analyst-Speak

Navigator’s Monthly Business Reports are now available—simple, actionable insights delivered to your inbox every month.

What are Monthly Business Reports?

Monthly Business Reports are comprehensive summaries of your business performance, delivered in plain language. No analyst-speak. No jargon. Just clear insights about what’s happening and what you should do about it.

What’s Included

Each monthly report contains:

1. Performance Summary

Revenue trends and patterns
Key metrics and how they changed
What’s working and what’s not
Comparisons to previous months

2. Patterns You’re Missing

Opportunities Navigator identified
Trends you might not have noticed
Relationships between different parts of your business
Insights from Smart Detective’s causal analysis

3. Moves You Should Consider

Strategic recommendations
Actions based on data, not guesses
Prioritized by potential impact
Clear next steps

4. Market Context

How your industry is performing
What competitors are doing
Market trends affecting your business
Opportunities from Trend Spotter

How It Works

Automatic Generation

Reports are generated automatically at the end of each month using:

Your connected data sources
Smart Detective’s causal analysis
Trend Spotter’s market intelligence
Historical patterns Navigator has learned

Delivery

Reports are delivered via email on the first of each month (or the next business day). You’ll receive:

A summary email with key highlights
Full report attached as PDF
Access to interactive version in your dashboard (optional)

Format

Reports are designed to be:

Scannable: Key insights highlighted at the top
Actionable: Clear recommendations with next steps
Visual: Charts and graphs where helpful
Concise: Usually 3-5 pages, not 50-page tomes

Why This Matters

Most business reports are:

Too long to read
Full of jargon
Hard to understand
Not actionable

Navigator’s Monthly Business Reports are:

Simple: Plain language, no analyst-speak
Actionable: Clear recommendations you can act on
Relevant: Focused on what matters to your business
Time-Efficient: 5-10 minutes to read and understand

Example Insights

Here’s what you might see in a monthly report:

Pattern You’re Missing: “Your Google Ads campaigns are driving 3x more qualified leads than Facebook Ads, but you’re spending 2x more on Facebook. Consider reallocating budget.”

Move You Should Consider: “Your Q4 revenue was 15% higher than Q3. Smart Detective found this was caused by your price increase (94% confidence). Consider testing another 5% increase in Q1.”

Market Context: “Your industry is seeing a 20% increase in demand for [your service type]. Trend Spotter identified this as a 3-month trend, not a spike.”

Getting Started

Monthly Business Reports are automatically generated. You’ll receive your first report at the end of your first full month with Navigator.

Next Steps:

Monthly Business Reports are included in your Navigator plan. No additional setup required—just connect your data and start receiving insights.