Reports that tell a small business owner what to do next, not just charts
Most dashboards show what happened and leave the deciding to whoever has time. These end every line in an action and a name: who to call, what to reorder, which job needs a look, and the routine follow-up done for you once you approve it.
Based in metro Detroit, available to small and mid-size companies across Michigan and remotely across the US. Fixed fee, quoted before work starts.
A chart versus a next action
The same data, taken one step further.
Receivables
Not a bar chart of aging buckets: the customers to call today, in order, how much is at stake on each, and a drafted reminder ready to send.
Inventory
Not stock on hand by item: what to reorder this week given open orders, what is already on the way and the supplier's lead time.
Quotes and follow-up
Not a pipeline funnel: the quotes waiting longer than they should, who owns each, and the follow-up that goes out once someone approves it.
Jobs and projects
Not percent complete by job: the jobs losing margin, the estimates nobody has updated, and the project manager who needs to look.
These are examples of the kind of report, not results from a client.
What makes it trustworthy
A report that tells people what to do has to be right, so the checking is built in rather than left to a person squinting at totals.
Checks that prove it is right
Known-answer tests on your own data, and a daily check that the numbers still match the system they came from. When something drifts, you hear about it before you act on it.
People approve what leaves the company
Anything that goes to a customer, supplier or employee waits for a person to approve it. Automation handles the routine, not the judgement.
Readable on a phone
The list of what to do today fits on a phone screen, because that is where most owners read it.
Documentation that stays current
A plain-language guide to how it works, re-checked when the systems it describes change.
How it starts
Step 1
A 30-minute fit call
Which weekly decision eats the most time, where its data lives, and who makes it today.
Step 2
Agree the test
Before any build, we agree what 'working' means on your own data, so success is not a matter of opinion.
Step 3
One process, fixed fee
The data wired, the report with next actions, and the routine follow-up automated with approval steps. Scope, price and date agreed in writing first.
Step 4
Handover and a 30-day check
A named owner on your side, documentation, and a check-in a month later: is it used, is it right, what to change.
What the fit call will ask
- Which decision do you or your team make every week from a spreadsheet or a report?
- Where does that data live: accounting, ERP, CRM, Microsoft 365, spreadsheets?
- What happens after the decision, and who does it?
- What would you need to see to trust a report that tells you what to do?
What Palavir does not do
ERP or CRM implementation, and anything that changes how your accounting is booked. Palavir works on top of the systems you already have.
Next-action reporting questions
What owners ask about reports that recommend actions.
Palavir, a metro Detroit BI and automation consultancy, builds reports where every line ends in an action and an owner (who to call, what to reorder, which job needs attention), automates the routine follow-up with approval steps, and adds checks that prove the numbers still match their source.
No. The report recommends; a person decides. Most of the logic is plain business rules you agree up front, such as reorder points and follow-up timing. Where AI helps, it drafts the reminder or summarises the situation, and anything that leaves the company waits for a person's approval.
A dashboard shows status and leaves the deciding to whoever reads it. A next-action report does the sorting for you: it lists what needs doing today, why, and who owns it, and it checks its own numbers so you can act on it.
It is a fixed fee, quoted after a 30-minute call, for one process. Monitoring and changes afterwards are an optional monthly fee. No hourly billing.
Tell me which decision eats your week
Thirty minutes is enough to see where the data lives, who decides, and whether a report could hand them the answer each morning.