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Technical Financial Onboarding
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Recurring Reports

The purpose of this section is to provide you with a handbook that would acquaint you with all the reports prepared by the Finance team, and so you can support in delivering them in timely and proper manners.
Currently, Finance prepares and delivers six different reports each month.
The frequency of these reports vary between weekly, monthly, and quarterly, and they include:

Sales Analysis 📈

🎯 Report Objective:
This reports allows us to have a better understanding of your customers, the services they are buying, and the reasoning behind this behavior.
In doing so, it becomes much easier to highlight our most profitable customers, and keeping these customers engaged with our business can be the key to increasing overall profitability.
📅 Frequency of Sharing:
Weekly
👫 Collaborators:
Walid, Reem, and Sidra

Mashup Report 🔁

🎯 Report Objective:
This report is used during our weekly team meeting (the Mashup) to report the Finance’s upcoming week;s goals and tasks.
In doing so, we keep the rest of the teams updated and in alignment to have an efficient work week.
📅 Frequency of Sharing:
Weekly
👫 Report Collaborators:
Finance

Visible Report 📑

🎯 Report Objective:
This report is a monthly representation of our company’s holstic goals and milestones achieved, risks taken, and costs incurred. This report is shared with our angels investors, key partners, and other stakeholders.
📅 Frequency of Sharing:
Monthly
👫 Report Collaborators:
Finance

Financial Report 💰

🎯 Report Objective:
This report showcases monthly financial statements such as Income statement, Balance sheet, and Cash Flow statement.
📅 Frequency of Sharing:
Monthly
👫 Report Collaborators:
Finance

Financial Analysis 📊

🎯 Report Objective:
This report serves as the representation of the financial statements in graphical format.
It also presents all updates from our dashboard.
📅 Frequency of Sharing:
Quarterly
👫 Report Collaborators:
Finance and Strategy
For the reference, here’s what the reporting timeline looks like.

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Time line 1 .jpg
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➡️ Before wrapping up, review
All Tasks
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to make sure you haven’t missed a thing.

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