1. [Home]() 2. [Use cases]() 3. The weekly trading brief [Finance & business intelligence]() # Turn business performance into a weekly action plan. Leaders receive dashboards but still have to assemble the narrative and next steps. Trigger Daily or weekly executive review. A weekly decision brief Illustrative example ### Revenue grew; contribution weakened Evidence or gap Discount and return effects reconciled Action owner Merchandising reviews the offer ### Next launch may exceed available stock Evidence or gap Receipt date not yet confirmed Action owner Supply chain confirms the receipt ### Search traffic comparison is uncertain Evidence or gap Tracking definition changed Action owner Growth repairs the comparison **What you get**A sourced trading brief with decisions, action owners and follow-through. [Discuss this use case]() [How it works]() Led by operators with 15+ years building commerce products, teams and systems. [About us]() ## Today Leadership assembles extracts and commentary from several teams, then reconstructs which figures agree and what needs action. ## With this in place A concise trading brief joins verified measures, supported explanations, open questions and accountable next actions. ## Who does what, step by step. ### Your team Leaders agree which decisions the brief supports, assign actions and review follow-through. ### AI AI drafts the explanation of what moved, separating evidence, hypotheses and unknowns. ### Automation Scheduled checks reconcile figures across sources and flag timing or definition differences. 01 02 03 04 1. 01 Step 1: Your team ### Agree the decision frame Define which leadership decisions the brief must support and which measures matter. 2. 02 Step 2: Automation ### Reconcile the figures Check timing, definitions and significant source differences before drafting. 3. 03 Step 3: AI ### Explain supported movement Connect verified changes to the commercial context; separate evidence, hypotheses and unknowns. 4. 04 Step 4: Your team ### Assign follow-through Record actions and owners, then revisit unresolved questions and previous decisions at the next review. ### Guardrails - Generated commentary cannot override unreconciled figures. - Keep capacity, cash, revenue and contribution definitions distinct. - Commercial decisions remain with the responsible leadership and functional owners. ## What a first project includes. A bounded first build around your systems and team. We agree the scope, fee and baseline before we start. [Scope this with us]() [How we work together]() Sample scope The weekly trading brief ### We build - A sourced brief connected to existing finance and analytics tools - Reviewed narrative with visible gaps and assumptions - An action log linked to the management review cadence ### We start from - Comparable order, margin, acquisition and inventory figures - Metric definitions and reconciliation results - Commercial changes, prior actions and source-owner commentary ### From your team Owner - COO - Finance Lead - Commercial Director Involves - Finance - Analytics - Growth - Merchandising - Supply chain Access to these systems and real examples to test against. ### Adapts to - Ecommerce - Omnichannel retail - Wholesale - International commerce ### We’d measure - Full preparation and review time - Factual corrections and unexplained variance - Decision follow-through and repeated use of the brief Baselines agreed before we build. ## Questions teams ask. Do we need to replace our current tools? Usually not. We start with the systems you already use and build only what’s missing. Typical connections: Accounting, ERP, BI dashboards, commerce and marketing data. Who owns it once it’s running? Your team does. You own the agreed deliverables under the engagement terms, with documentation and training for the people who run it. Ownership usually sits with your COO, finance lead or commercial director. Ongoing support is optional and agreed separately. How do we get started? If the problem and scope are already clear, we can scope this build directly. If you’re weighing it against other priorities, start with Discovery & Action Plan. Its fee is credited in full if we build the recommended work. [How discovery works]() ## Often paired with. Part of [Commercial and supply planning]() [All use cases]() - Growth & acquisition ### Search performance diagnosis Traffic reports show movement but not a useful explanation or next action. Evidence-linked diagnosis distinguishing demand, conversion and measurement issues. [Mobile product visits fell]() - Merchandising & commercial planning ### Promotion orchestration Offer details and dependencies diverge across teams and channels. Connected offer rules, briefs and channel tasks that respond to changes and keep approval status visible. [Identify affected work]() - Customer service & support ### Customer intelligence into action Customer feedback never consistently reaches the teams that can act on it. Evidence-backed themes, owners and action briefs. [Repeated sizing uncertainty]() More connected work ## Explore the programs - [Finance & business intelligence]() - [Merchandising & commercial planning]() - [Growth & acquisition]() ## Browse by outcome - [Increase team capacity]() - [Improve margin and cash flow]() ## Get from numbers to decisions every week. Start with the report you rebuild most often. [Discuss this use case]() [**Talk through your reporting**15 minutes]() [Prefer to start with discovery? →]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/executive-trading-brief/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)