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Reporting & weekly summary
Rapport
Inbox, pipeline and filing become one weekly report: figures, trend, sources and a list of what is stuck — each number stating where it came from.
Weekly report · Week 38
15.09.–21.09.2026
What is stuck
- 2dDocument 8820 · amount differs from the order by €312.00
- 1dVogt Immobilien · two requests, no owner assigned
- 1dNorthgate agreement · term not found in the text
- 3dBank statement week 38 · 2 entries without a document
This list deliberately comes before the figures. A report that opens with a good week is rarely read to the end.
Metrics
- Messages received84+9 vs. last weekfrom Triage
- Routed automatically71+12 vs. last weekfrom Triage
- Sent to manual review13-3 vs. last weekfrom Triage
- New deals9+2 vs. last weekfrom Kontur
- Documents filed46+5 vs. last weekfrom Ablage
- Documents on hold4+1 vs. last weekfrom Ablage
Handled per day
Where enquiries came from
- Website form44 %
- Direct email31 %
- Referral15 %
- Events10 %
Written summary
Eighty-four messages arrived this week and 71 were routed without a question. The 13 manual-review cases come mostly from two patterns: messages carrying more than one request, and attachments with personal data that are never read automatically. Four items have been sitting for more than two days without movement and are listed at the top.
Awaiting approvalRecipients: management, client support, bookkeeping. Sent Mondays at 08:00 once released.
Reporting periodWeek 38GeneratedMon 06:00Metrics with a source6 / 6Open items4Recipients3