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Margin Analysis Playbook | Q1 2026
Prompt
Executive Summary
Gross margin declined 3.2pp to 42%, below the 48% target. Primary drivers are supplier cost increases in Western Region and product mix shift toward lower-margin SKUs.
Narrative
Margin Decline Analysis
Western Region accounts for 68% of margin shortfall. Cost ratio elevated at 0.68 against 0.54 benchmark across all product lines.
Margin by Region
Recommended Actions
1Renegotiate supplier contracts in Western Region before Q3 renewal window
2Shift promotional mix toward higher-margin product lines
3Implement SKU-level margin floor approvals for new deals
PromptShow pipeline conversion trends and flag deals at risk of slipping…
Executive Summary
Pipeline conversion dropped 12% in Q4. Mid-market win rate declined 8pp with average discount rate increasing to 18%, compressing margin on closed deals.
Narrative
Pipeline Conversion Analysis
Win rate 24%, down 8pp. Pipeline coverage 2.8x against 3.5x target. Average sales cycle extended from 52 to 68 days.
Conversion Trend
Recommended Actions
1Tighten discount approval thresholds to 12% without deal desk sign-off
2Deploy deal desk resource to mid-market segment immediately
3Requalify pipeline opportunities stalled over 45 days
PromptIdentify accounts showing churn risk and quantify renewal exposure…
Executive Summary
Churn risk elevated for 12 enterprise accounts representing $2.1M ARR. Product usage dropped 35% across at-risk cohort with NPS declining 12 points in Q4.
Narrative
Churn Risk Assessment
Health Score 72, down from 84 over 90 days. 8 accounts below usage threshold. Support escalations up 60% in at-risk cohort.
Exposure by Region
Recommended Actions
1Schedule executive business reviews with top 5 at-risk accounts this week
2Deploy adoption playbook for accounts below 40% usage threshold
3Fast-track renewals for $2.1M ARR exposure before Q2 close
Prompt
Executive Summary
Revenue leakage of $340K identified across billing errors, unapplied credits, and discount overrides in 3 business units. 29% of deals exceeded approval thresholds.
Narrative
Revenue Leakage Breakdown
Leakage rate 4.2% of recognized revenue. Discount compliance at 71%. Contract alignment at 88% across active book of business.
Leakage by Source
Recommended Actions
1Audit and recover billing discrepancies in 3 identified business units
2Enforce discount approval workflow — suspend manual overrides immediately
3Align contract invoicing to signed terms across all active accounts
Prompt
Executive Summary
Revenue missed plan by 6%, with shortfall concentrated in EMEA. Three of eight segments are above plan. Forecast accuracy improved to 82% from 74% prior quarter.
Narrative
Segment Variance Analysis
EMEA 14% below plan, APAC 8% above. Revenue -6% total. Forecast accuracy 82%, up 8pp from prior quarter.
Revenue Trend
Recommended Actions
1Conduct EMEA variance deep-dive with regional leadership within 5 days
2Replicate above-plan segment strategies across underperforming units
3Update Q2 forecast model using improved 82% accuracy baseline
Prompt
Executive Summary
Cash position projects a 23% decline by March 15. Key driver: $420K in overdue receivables concentrated in 5 accounts. DSO at 52 days against a 42-day target.
Narrative
Cash Flow Risk Analysis
Cash score 80. DSO 52 days vs 42-day target. 90-day outlook confidence 78%. $420K in overdue receivables outstanding.
Receivables by Region
Recommended Actions
1Escalate collections on top 5 overdue accounts representing $420K
2Expand early-payment discount program to Southeast region
3Renegotiate 90-day AP terms with top 3 suppliers
Prompt
Executive Summary
Service level declined to 91.3% from 95% target. Supplier A lead time increased 40% and safety stock is 22% below threshold, creating material fulfillment risk.
Narrative
Supply Chain Risk Assessment
Risk Index 67. Lead time +18% across 3 regions. Fill rate 91% vs 95% target. Safety stock 22% below threshold.
Risk Index by Vendor
Recommended Actions
1Qualify secondary supplier for all single-source critical SKUs this quarter
2Increase safety stock on top 20 items to restore buffer above threshold
3Implement demand sensing to reduce 18% forecast error rate
Prompt
Executive Summary
Operating costs increased 8.4% YoY. Primary drivers are labor +5.2% and materials +12.1%. Three cost reduction levers identified totaling $1.8M in addressable savings.
Narrative
Cost Driver Analysis
OpEx ratio 0.34 vs 0.28 benchmark. Labor +5.2%, materials +12.1%. $1.8M savings identified across procurement and operations.
Cost Trend
Recommended Actions
1Execute procurement renegotiations on materials — target 8% reduction
2Review headcount allocation across overstaffed departments
3Consolidate vendor contracts to reduce tail spend by 15%

The Real Problem

You Don't Have a Reporting Problem
You Have a Decision Problem

Reports and dashboards only show you what happened. They do not explain why it happened or what to do next.

Margin Analysis Playbook | Q1 2026

Why did this drop?

Root Cause Analysis

Are these numbers final?

Data Validation

Can you break this down by region?

Regional Breakdown
Margin by Region
NAM
44.2%
LATAM
42.1%
APAC
41.5%
EMEA
38.7%
MEA
36.4%
PERFORMANCE OVERVIEWQ4 2024Q3 2024GROSS MARGIN42.3%Target: 48.0%▼ 5.7ppOPERATING COSTS$2.4MBudget: $2.1M▲ 14.3%REVENUE TREND$5M$4.5M$4M$3.5M$3M$2.5MJFMAMJJASONDREVENUE BY SEGMENTNorth America$1.8MEMEA$1.3MAPAC$0.9MLATAM$0.6MMEA$0.3M

Why did this drop?

Are these numbers final?

Can you break this down by region?

The eyko Difference

Why eyko Beats Is Different

Reports and Dashboards provide visibility. They rarely provide direction.

eyko Beats shows what happened, why it happened, and what to do next.

Playbooks are built around real business problems.

Built Around Problems, Not Views

Dashboards organize data into charts. Copilots respond to queries. Playbooks start with a business problem.

Margin compressionWorking capital driftService declineRevenue pressure

The structure comes first. The analysis follows.

Designed for Decision Velocity

Dashboards help you explore.

Copilots help you query.

Playbooks shorten the distance between signal and action.

That is the difference.

Intelligence That Understands Your Business

Most tools analyze data in isolation. eyko Beats includes Skills

With eyko Skills, you can load structured business knowledge directly into the platform.

Industry dynamicsDepartment prioritiesCompetitive pressuresOperational definitions

Without context, AI only produces answers. With context, AI produces decisions aligned to your business

Playbooks are never generated in isolation. They are shaped by how your business actually works.

How Does it Fit My Stack

Works With the Systems You Already Use

eyko Beats connects to the world's most widely used business systems.

FinanceSupply chainRevenueCRMOperations

No rip-and-replace | No heavy data transformation project | No new reporting layer to maintain | Your systems and data stay in place

eyko Beats connects the dots

With 100+ integrations, Playbooks analyze data across your existing stack without requiring a rebuild.

Ready to build your first Playbook?

Join the enterprises replacing weeks of manual analysis with a single prompt. See what eyko Playbooks can do with your data.

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See Playbooks in Action

Short, real examples of how Playbooks move from problem to action.

Customer Playbook
Supply Chain Playbook

What is the current tariff exposure?

WHAT
Current tariff exposure across your supplier base totals $6.3M annually, up from $2.1M 18 months ago. 23 supplier relationships are directly affected by new schedule rates. The highest concentration is in electronics components sourced via China-based tier-1 suppliers.

Where are the best mitigation opportunities?

WHY
Analysis of alternative sourcing lanes shows Vietnam and Malaysia can absorb 61% of affected volume with lead time impact under 8 days, within your current safety stock buffer. Supplier quality scores for the two top-ranked alternatives are within 4% of incumbent suppliers. Switching cost is estimated at $340k one-time against $2.2M annual tariff saving.

What is the recommended action plan?

WHAT NEXT
Initiate qualification for 3 alternative suppliers in Vietnam for the top 5 affected SKUs this month. Request revised pricing from current China-based suppliers, tariff pressure creates renegotiation leverage. Present CFO with dual-track scenario: renegotiate vs. diversify, with full NPV comparison by end of month.
Sales Playbook

Where is pricing leaving money on the table?

WHAT
Price sensitivity modelling across your product lines shows an estimated $6.8M annual revenue uplift available through targeted pricing adjustments, without reducing win rate. 3 product configurations are priced below willingness-to-pay for the majority of buyers. One is over-discounted by an average of 14% in field negotiations.

What does the elasticity analysis show?

WHY
The Enterprise tier exhibits very low price elasticity, win rate is essentially flat between current pricing and a 12% increase for deals above $40k ACV. Mid-market shows moderate sensitivity, with a sweet spot at 8% below list where close rates peak. Discount depth beyond 15% does not improve win rate and is purely margin destruction.

What pricing changes should we make?

WHAT NEXT
Raise list price on the 3 under-priced configurations by 8-12% effective next quarter. Implement a discount approval gate at 15%, field discounts above this require VP sign-off. Retrain sales team on value-based justification: the data shows buyers will pay more when business case is clearly articulated.
Marketing Playbook

What will this event deliver?

WHAT
Pre-event modelling for the upcoming trade show predicts $2.1M in pipeline influence and 14 qualified opportunities for Sales to follow up within 30 days. Cost-per-influenced-opportunity is forecast at $4,300, above the $3,100 average for digital channels but below the $6,800 average for similar events last year.

What drives event pipeline conversion?

WHY
Analysis of the last 8 events shows that pre-scheduled meetings convert at 4.2x the rate of floor conversations. Attendees who see a product demo within the first 20 minutes are 3.1x more likely to become a qualified opportunity. Currently only 31 of the 90 booth slots are pre-booked, this is the biggest lever available before the event.

What actions should we take before the event?

WHAT NEXT
Drive pre-scheduled meeting bookings from 31 to 70+ in the next 5 days via targeted outreach to confirmed attendees, this alone would double the expected pipeline yield. Brief booth staff on demo-first approach. Build a day-3 follow-up sequence now so Sales can execute within 24 hours of the event closing.
Finance Playbook

How exposed are we?

WHAT
Gross margin at 42.3%, down 3.2pp QoQ. Four product lines now sit below the 43% target threshold. Total margin at risk this quarter: $2.4M if current trends hold. The decline is accelerating, 1.1pp fell in the last six weeks alone.

What is compressing the margin?

WHY
Two compounding forces: EMEA supplier COGS up 18% QoQ, and a product mix shift toward lower-margin Enterprise Suite configurations. Western region supplier cost ratio at 0.68 against a 0.54 benchmark, the widest gap in six quarters. No offsetting price actions have been taken since Q3.

What levers do we pull?

WHAT NEXT
Price adjustment on three product lines before April 30. Open EMEA supplier contract review this week, the relationship is strong, movement is achievable. CFO briefing recommended: path to 44% margin by Q3 is achievable, but requires both levers moving together within the next 30 days.

Identify the optimal moment to present upsell opportunities.

Built for Better Outcomes

Frequently asked questions

Everything you need to know about eyko Beats.

From what it is, how it compares, and how to get started.

eyko Beats is an AI-powered Decision Intelligence solution. It connects to the business systems you already run and generates Playbooks that explain what happened in your business, why it happened, and what to do next. Playbooks are structured, evidence-based briefings with narratives, root cause analysis, and recommended actions. eyko Beats also includes Conversations for follow-up analysis, Pulses for live data access, and Ideas for pre-built Playbook starting points across finance, supply chain, sales, marketing, and customer operations.

Decision Intelligence is the layer above business intelligence. BI tools show you what happened through dashboards and reports. Decision Intelligence goes further: it investigates why something happened and recommends what to do about it. It closes the gap between seeing a number change and knowing how to respond. eyko Beats is a Decision Intelligence solution because it delivers structured analysis with explanation and action, not just visualization.

Finance leaders, operations teams, revenue teams, customer success leaders, and business analysts who need structured clarity around complex business problems. Anyone who currently relies on dashboards but needs to move faster from data to decision.

Dashboards and reports show you metrics. When something changes, your team still has to interpret the data, investigate the cause, and align on a response. That process takes days or weeks. eyko Beats delivers a Playbook that does all three in minutes: what changed, why it changed, and what actions to take. The output is a structured briefing ready for executive review, not a chart that needs someone to explain it.

BI tools like Power BI and Tableau are designed to visualize and explore data. eyko Beats is designed to resolve business problems. Playbooks structure the explanation, identify root causes, and outline recommended actions in one guided output.

No. eyko Beats combines structured Playbook logic with context-aware intelligence. It is not a prompt-based copilot. It delivers evidence-based, reasoned business briefings built around your data and your business context.

No. eyko Beats works alongside your existing systems. It does not replace your BI tools. It picks up where they leave off, turning the questions your dashboards raise into structured, decision-ready answers.

eyko Beats connects to 100+ widely used business systems across finance, supply chain, revenue, CRM, and operations, including Salesforce, SAP, Oracle, NetSuite, HubSpot, Snowflake, and Workday.

Most environments begin running initial Playbooks within 24 hours once connections are established. There is no heavy implementation project, no data transformation layer to build, and no new reporting infrastructure to maintain.

eyko Skills loads structured knowledge about your business, including industry dynamics, department priorities, competitive pressures, and operational definitions, directly into the solution. This means Playbooks reflect your definitions and your context, not generic AI assumptions.

Yes. Every Playbook provides structured reasoning, quantified drivers, and traceable logic. It is not a black-box summary. Every conclusion is grounded in your data with clear attribution to the underlying signals.

Yes. eyko is SOC 2 Type II certified. Your data stays in your environment. eyko connects to your business systems to generate Playbooks but does not store or replicate your underlying data. Enterprise-grade access controls and audit trails are built into the solution. You can review our security practices at our Trust Center.

Request access through the site. Once your account is set up, connect your business systems and start running Playbooks. Most environments are generating their first Playbook within 24 hours. There is no data warehouse to build, no reporting layer to configure, and no lengthy implementation project.

See what Playbooks can do for your business

Request access and start making better decisions with your own business data.

Cash Performance Review | Q4 2025
Executive Summary

Cash performance improved 23.6% quarter-over-quarter, driven by accelerated collections in the Northeast region and renegotiated supplier terms. Operating cash flow exceeded forecast by $210K, with Days Sales Outstanding declining from 47 to 39 days.

Revenue by Business Unit
Northeast
$1.2M
Southeast
$960K
Central
$710K
West
$540K
MetricQ3 2025Q4 2025Change
Revenue$2.4M$2.8M+16.7%
Gross Margin42.1%44.3%+2.2pp
Operating Cash Flow$890K$1.1M+23.6%
DSO (Days)4739-17.0%
Recommendations
1Expand early-payment discount program to Southeast region based on Northeast success
2Renegotiate Central region supplier contracts using Q4 benchmark data
3Investigate West region DSO increase and implement collections acceleration