The weekly summary email

Quick answer: In Reports, click the envelope icon at the top and switch on Weekly summary email. Every Monday morning it sends last week against the week before, the regulars who’ve stopped ordering, and what you’re owed.

Set it up

1. Open Reports and click the envelope icon.
2. Turn on Weekly summary email.
3. Under Send to, click + Add to add teammates, or remove someone from the list.
4. Click Preview this week’s email to see it with your real figures, or Send me a test.

What’s in it

• Last week (Monday to Sunday) against the week before, so its numbers can differ from the period on screen.
• The top 3 at-risk regulars to call, and how many there are in total. Customers who have gone quiet (90+ days) are left out.
• What you’re owed.

It is never sent to a teammate with Hide financials on.