KPI trend notes with metrics you can review
Turn supplied numbers and business context into a reporting draft, then review the narrative beside the metric source. Keep calculation, editorial review and publication as deliberate steps.
Review Quill plansWrite the narrative around the evidence
Give Quill the KPI values, comparison period, targets and business context you want discussed. A draft can explain movement and propose questions or actions, but a plausible explanation does not establish the cause. Check calculations and source coverage before approving the report.
Refresh the metric table with a visible comparison
Bring calculated metrics into your article, then compare changed values and source receipts before updating the saved table.
The calculation source is an eligible Gixo Business metric pack, with separate Business access. Import checks calculation consistency; it does not prove source-data accuracy. Refresh is explicit and preserves surrounding prose. Review value and source-cell changes, and consent before replacing a hand-edited table. Missing selected metrics need a new table.
Prepare next month's report without replacing this one
Prepare the next reporting period as a separate draft using your saved report and metric selections, with retained progress so retries recover the same draft.
For example, keep September's reviewed report and explicitly prepare an October draft from its saved recipe and eligible metric pack. Quill copies authored narrative and the brief and refreshes selected metric blocks; the editor updates the interpretation for October. Reviews and releases remain with September's report. This is a user-triggered draft workflow, with no scheduler or automatic publication.
Review figures and claims before delivery
Find passages that need a closer look before publication. Compare a saved draft with selected source documents and review advisory findings beside quoted evidence, including contradictions, unsupported assertions, calculations, missing conditions, and changed numbers or units. Findings need human decisions, and a clean result does not certify the report. Choose a designed PDF or Word export, or a supported CMS destination, after reviewing the draft and its publication metadata.
Details
KPI reporting questions
What is an AI KPI trend note generator?
It helps draft a narrative from supplied metrics, periods, targets and business context. Review the arithmetic, source data and proposed explanations; a generated explanation is not proof of a cause.
Can Quill calculate and refresh my metrics?
Quill can insert calculated values from an eligible Business metric pack and explicitly refresh its saved table after showing changed values and source receipts. Business calculation access is separate; consistency checks do not establish source-data accuracy.
What happens to a table I edited by hand?
Replacing a hand-edited metric table requires consent. Refresh preserves surrounding prose; missing selected metrics require a new table.
Can I prepare the next reporting period?
Yes, from an eligible saved report recipe and required metric packs. Quill creates a separate draft, copies authored narrative and the brief, and refreshes selected metric blocks. You revise the interpretation and review the new draft; the original report retains its reviews and releases.
Does the report update or publish itself on a schedule?
No. Metric refresh and next-period draft preparation are explicit user actions. They do not schedule, approve or publish the report.
Does this replace a dashboard or verify the source data?
No. Use your reporting system and Business metric pack for the numbers, then review the Quill narrative and evidence. Selected-source review is advisory and can be incomplete.
Inside Quill
Start with the amount of structure you already have
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