Your Use Case

Your Business. Run Playbooks.

You do not have to fit into a category. Playbooks work for any team, any function, any business question. Connect your systems, ask the question that matters, and get a ranked, evidence-backed answer in minutes.

Business Performance Playbook
Edit
Business Performance Summary

Revenue: 94% of Plan

Shortfall concentrated in two product lines. Broad market conditions stable. Mix shift is the primary driver, not volume.

Margin: Down 2.1pp QoQ

Input cost increases absorbed rather than passed through in pricing. Gap opened six weeks ago, widening at 0.4pp per week.

Operational Backlog: +18%

Backlog growth over 30 days. Root cause traced to a single process bottleneck in fulfillment, not a capacity issue.

Customer Health: Stable

Overall health score stable but three high-value accounts showing reduced engagement. Intervention window still open.

Cost vs Budget: +6.3%

Overage driven by unmanaged tail spend across 12 vendors. 74% of the overage is capturable through existing contract governance.

Pipeline Coverage: 2.1x

Coverage healthy overall but Q3 is exposed. Enterprise segment at 1.4x, below the 2.0x minimum threshold for confidence.

Performance vs Target
Revenue
94%
Margin
71%
Ops score
63%
Cost index
48%
Recommended Actions
1Initiate pricing review for two product lines before next billing cycle to recover margin gap
2Resolve fulfillment bottleneck within 5 days to clear backlog before it affects customer SLAs
3Schedule outreach for three at-risk accounts within 48 hours while engagement window is open
The Challenge

Every business has decisions that take too long.

The reports are there. The dashboards are running. But when something shifts, the same questions start: Why did this happen? Who owns it? What do we do now? The data exists. The path from data to decision is still manual.

  • Data without direction

    Your team can see what is happening across systems. But no single view connects the why, the risk, and the recommended action. Analysis gets delegated. Decisions get delayed.

  • Every answer takes too long

    When something goes wrong, your best people stop their work to build a one-off analysis. The insight arrives after the window to act has already closed.

  • Systems that do not connect

    Your ERP, CRM, and operational platforms each hold a piece of the picture. Getting the full picture means manual extraction, spreadsheet assembly, and someone losing a week.

The Shift

From tracking to understanding

Your systems track what happened. Playbooks tell you why it happened and what to do about it.

Business Performance Playbook | Q1 2026
Prompt
Executive Summary
Revenue tracking at 94% of plan with margin compression in two segments. Operational backlog has grown 18% over 30 days. Customer satisfaction signals stable but three high-value accounts showing reduced engagement. Three immediate actions identified.
Narrative
Performance Overview
Revenue shortfall is concentrated in two product lines, not a broad market issue. Margin compression is supply-side driven. Operational backlog growth is masking the true capacity constraint. Customer signals are a lagging indicator, intervention window is still open.
Performance vs Plan
Recommended Actions
1Review two underperforming product lines for pricing or mix adjustments before month end
2Audit operational backlog for process bottleneck causing 18% growth over 30 days
3Prioritize outreach to three high-value accounts showing reduced engagement signals

Know What

See the full picture. Playbooks pull data from across your connected systems and present a clear, current view of performance across any dimension that matters to your business.

Playbook Coverage

Built for the problems businesses actually have

eyko ships with over 100 Playbook Ideas across finance, operations, supply chain, revenue, and customer success. Each one is a pre-built starting point. Connect your data, pick an Idea, and get a ranked Playbook in seconds.

Finance + FP&A

Cash Flow Forecasting. Margin Analysis. KPI Anomaly Detection. Budget Variance Analysis. Working Capital Optimization. Cost Centre Performance.

Revenue + Growth

Pipeline Coverage Forecasting. Deal Velocity Analysis. Win Rate Optimization. Quota Attainment Prediction. Revenue Concentration Risk. Expansion Opportunity Scoring.

Operations + Efficiency

Process Bottleneck Detection. Capacity Utilization Analysis. Cost Reduction Prioritization. Workforce Productivity Scoring. SLA Performance Monitoring.

Supply Chain + Procurement

Supplier Performance Scoring. Inventory Optimization. Freight Cost Analysis. Lead Time Prediction. Tail Spend Detection. Demand Forecasting.

Customer + Retention

Churn Prediction. NRR Forecasting. At-Risk Account Scoring. Expansion Opportunity Detection. Onboarding Completion Prediction. Customer Health Scoring.

Risk + Compliance

Credit Risk Re-Scoring. Revenue Concentration Risk. Regulatory Exposure Analysis. Vendor Risk Scoring. Payment Risk Prediction. Audit Readiness.

People + Workforce

Attrition Risk Prediction. Workforce Capacity Planning. Hiring Pipeline Forecasting. Engagement Trend Analysis. Productivity Benchmark Scoring.

How It Works

From question to action in minutes

01

Connect your data

Upload a spreadsheet or connect directly to your ERP, CRM, finance, HR, or operational platform. eyko profiles your data automatically and maps it to the right analysis.

02

Ask your question

Browse 100+ pre-built Ideas or type your own question in plain language. eyko matches your data to the right Playbook, no configuration required.

03

Get a Playbook

In seconds, you get a ranked, evidence-backed Playbook with root causes, risk scores, and recommended actions. Share it, act on it, or drill deeper.

eyko Skills

Intelligence shaped by your context

eyko Skills load structured knowledge about your industry, your function, your business model, and your success definitions directly into the platform. Playbooks reflect your context, not generic assumptions.

  • Industry

    Domain knowledge for your specific sector and competitive landscape

    ManufacturingRetailFinancial ServicesHealthcareTechnologyProfessional Services+ Add Your Own

  • Persona

    Analysis framed for a specific leadership perspective and decision level

    CFOCOOVP FinanceHead of OperationsVP RevenueGeneral Manager+ Add Your Own

  • Company

    Context about your organization, business units, and strategic priorities

    Your OrgBusiness UnitDepartmentRegion+ Add Your Own

  • Subject

    Deep functional expertise in a specific business discipline

    RevenueMarginCostRiskCustomerOperations+ Add Your Own

  • Application

    Goal-oriented skills tuned for specific business outcomes

    Performance MonitoringRoot Cause AnalysisForecastingRisk Management+ Add Your Own

Without context, AI produces answers. With context, AI produces decisions aligned to how your business actually works.

Built for Any Business System

The platform adapts to you

eyko connects to over 100 business systems. Whether your data lives in an ERP, a CRM, a cloud platform, or a spreadsheet, Playbooks run on it.

Pre-built Playbook Ideas across all functions
100+
Connected business systems and data sources
100+
From question to ranked Playbook
Minutes

Built on decades of data integration expertise. eyko connects to Oracle JDE, SAP, Microsoft Dynamics, Salesforce, HubSpot, and 100+ more systems out of the box.

eyko Ideas

Over 100 Ideas built in across every function

You do not have to start from scratch. Every Idea is a pre-built Playbook starting point. Pick one, connect your data, and get a ranked Playbook in seconds.

  • Business Performance Overview

    Get a single, cross-functional view of where the business stands across revenue, margin, operations, and customer health.

  • Budget Variance Analysis

    Identify where spending is diverging from plan, ranked by impact, with root cause analysis across cost centres and business units.

  • Revenue Risk Assessment

    Score your revenue base for concentration, churn, and renewal risk to surface where next quarter is most vulnerable.

  • Operational Bottleneck Detection

    Identify where process delays or capacity constraints are limiting output and costing the business time and money.

  • Cash Flow Forecasting

    Forecast cash flow by combining receivables, payables, and operational spend signals across connected systems.

  • KPI Anomaly Detection

    Surface KPIs that are moving outside expected ranges before they become problems, with root cause ranking.

  • Cost Reduction Prioritization

    Rank cost reduction opportunities by impact and feasibility across every part of the business.

  • Workforce Capacity Planning

    Forecast where workforce capacity gaps will open before they affect performance or service levels.

  • Supplier Performance Scoring

    Score suppliers by delivery performance, cost variance, and quality to identify risk and renegotiation opportunities.

  • Customer Health Scoring

    Score your customer base by health, engagement, and risk to prioritize where attention is needed most.

  • Margin Compression Analysis

    Trace margin compression back to its primary driver, whether pricing, input costs, mix, or volume changes.

  • Pipeline Coverage Forecasting

    Forecast whether current pipeline is sufficient to hit revenue targets by segment and time period.

Explore All Ideas

Ready to build your first Playbook?

Join the enterprises replacing weeks of manual analysis with a single prompt. Whatever your business question, eyko Playbooks can answer it.

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