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Reporting

Reporting commands provide higher-level views of your work across longer time periods and specific domains.

Weekly review across all collections.

What it does:

  • Summarizes the week’s completed tasks and projects
  • Reviews deal pipeline changes
  • Highlights meetings and key decisions
  • Lists new entries created across collections
  • Suggests focus areas for next week

Monthly review with broader trends.

What it does:

  • Monthly summary of completed work
  • Deal pipeline progression and conversion rates
  • Project status changes
  • Journal mood trends
  • Data growth across collections

Deal pipeline analysis.

What it does:

  • Shows all active deals by stage
  • Calculates total pipeline value
  • Highlights deals approaching expected close date
  • Flags stale deals with no recent activity
  • Suggests follow-up actions

Top 3 priorities.

What it does:

  • Analyzes tasks, projects, and deals to determine the 3 most important items to focus on
  • Considers urgency, priority, deadlines, and dependencies

Follow-up suggestions.

What it does:

  • Reviews meetings for outstanding action items
  • Checks deals that need attention
  • Finds contacts you haven’t engaged with recently
  • Suggests follow-up actions with context

Blocked task analysis.

What it does:

  • Lists all tasks with status: blocked
  • Analyzes why they might be blocked
  • Suggests unblocking actions
  • Shows impact on dependent work