Finance
The numbers directors ask about, live from Xero.
- Profit by company
- Cash position across the group
- Budgets against actuals
- End-of-financial-year estimate
What it isn’t. It isn’t accounting software. Your books stay in Xero; Handholder reads from it.
HR
People records from hiring to leaving.
- Employee records and documents
- Performance reviews
- Warnings, recorded properly
- Leave and benefits
What it isn’t. It isn’t a payroll system. Keep paying people through the payroll you already use.
Marketing
Plan, create, publish and track content.
- A content plan and calendar
- Drafting and approval
- Publishing to your channels
- Tracking what worked
What it isn’t. It isn’t an advertising platform. It helps you run your own marketing, not buy media.
Sales
Goals, follow-up and the reasons behind wins and losses.
- Sales goals by person and team
- Follow-up reminders
- Coaching notes
- Why deals are won and lost
What it isn’t. It isn’t a quoting tool or a CRM replacement. It sits beside the one you use.
Operations
How the business runs, written down.
- Written procedures
- Company knowledge
- Issues, logged and resolved
- Purchasing
What it isn’t. It isn’t job management or inventory software.