Executive reporting

Reporting that tells you why, not just what.

Forget email round robins and stale decks. Clearahead gives leadership near real-time context on what’s moving and why, written up by AJ from what your team has already said, so nobody spends Friday afternoon building a report.

Free for up to 3 people. No card needed.

Someone reading this week’s brief from AJ on their phone on the way to work

The report is out of date before the meeting.

Status reporting usually means someone chasing five people for updates, pasting them into a deck and presenting it to a room that has already moved on. The numbers are there, but the reasons behind them aren’t, and the reasons are what a director needs to decide.

Agents, bots and dashboards now produce more numbers than anyone can read. Your people know what those numbers mean; Clearahead gets that meaning to everyone who needs it.

How Clearahead does it.

01

A brief every Monday.

Every Monday morning AJ writes This week from AJ on the goal page: the wins, a read on how it’s going, what moved, what you learned and up to three things that need you. Every item it mentions links straight to the detail.

This week from AJ: three wins, a read on the week, what moved, what we learned, and three things that need you.
A founder walking the team through the goal page and this week’s brief on a big screen
02

Written from the work, not a template.

AJ writes from what actually happened in the workspace that week: the updates, the moves, the constraints and the evidence behind them. So the brief carries the why, the way a good head of department would tell it, and nobody has to prepare it.

Between briefs, the current reality on every goal, constraint and move is rewritten as the team talks to AJ, so the picture is close to real time all week.

03

Everyone reads the same thing.

The whole team sees the same brief, including Viewers such as the board, investors and advisers. Each person also gets one short summary email on the mornings they choose, and on Mondays it lists the week’s briefs, so directors see them before they open the app.

Notification settings in Clearahead: Email me a summary, weekdays at 08:00, with things I own and big changes in my workspaces.
04

Decisions up front.

Each brief ends with up to three things that need you, and My work shows each person what needs their attention, from overdue moves to constraints with no owner. The decisions reach the right people without waiting for the next meeting.

Need it outside Clearahead? Architects can download a workspace at any time, including a readable summary of it.

My work in Clearahead: a short read from AJ, then Needs your attention with two overdue moves and a quiet constraint, and Coming up with the moves due in the next 30 days and who owns each.

What changes.

  • No chasing for updates.

    The brief is written from what the team has already told AJ.

  • The why behind every number.

    Each line comes with the context behind it, not just the figure.

  • Shorter leadership meetings.

    What moved is already known, so the meeting is about decisions.

  • The board sees what you see.

    Viewers read the same brief as the leadership team, every week.

The parts of the app that do it.

Further reading How to run a weekly leadership meeting →Information is cheap, decisions aren’t →How Clearahead works with data →

Questions.

Do we still need a weekly status meeting?

Most teams find they can drop it, or turn it into a shorter meeting about the things that need a decision. The brief covers what moved and what’s stuck, so the meeting doesn’t have to.

Does Clearahead connect to our CRM or BI tools?

No. Your team tells AJ the numbers that matter, and Clearahead keeps them next to their context, working alongside your CRM, BI tool or spreadsheet with nothing to integrate.

Can the board read it?

Yes. Invite them as Viewers and they can read everything, including the brief on the goal page every Monday and in their Monday summary email, without being able to change the plan.

Can we export a report?

Yes. Architects can download one workspace or the whole organisation at any time, including evidence, history and a readable summary of each workspace.

What else Clearahead does.

Every part of the app →Pricing →

What’s in your way?

Free for up to 3 people. No card needed.