Automate stuff that you check

What’s something you check every day? Sales figures? KPIs? Production quantities? Ticket activity?

Instead of logging into your ERP, CRM, helpdesk or scheduling software every night to check the day’s figures, automate it. Get an email sent to your inbox at a set time every day. Have it include the day’s figures, week-to-date and month-to-date. Set up weekly and monthly summary emails too.

Make your success or failure as visible as possible; it forces you to be proactive with decision making instead of checking stuff when you remember to. Let us know if you want your daily checks automated.

-Fred