Fixed-price reporting sprint

Messy exports in. Decision-ready report out.

PlainMetric turns Excel and CSV exports into a clean operating report with defined KPIs, visible exceptions, and a practical acceptance trail—in seven calendar days.

OPERATING OVERVIEW
Orders checked148
Validation rules10 / 10
Exceptions12
Source rows2,741
¥1,999 / US$299domestic / international pilot
7 daysafter data is ready
1 themeone operating question
Up to 3 filesExcel or CSV exports
1 revisionwithin agreed scope

A report people can use—and verify.

The pilot is deliberately narrow. We agree the question first, document every definition, and deliver a workbook that shows both the answer and how it was produced.

01

Clean detail

Normalized rows with consistent dates, identifiers, categories, and calculation-ready values.

02

One-page overview

Up to eight agreed KPIs in a manager-ready view, with period and scope made explicit.

03

Exception list

Up to ten agreed rules that surface duplicates, gaps, unusual values, or records needing review.

04

Metric dictionary

Definitions, formulas, filters, exclusions, and source columns—written in plain language.

05

Acceptance record

A checklist that confirms row counts, reconciliations, tests, open limitations, and final sign-off.

06

30-minute handoff

A focused walkthrough so the report can be refreshed, reviewed, and explained without guesswork.

Four steps from export to decision.

No source-system login is required. We work from agreed exports and keep the scope frozen before production starts.

STEP 01

Fit check

Review de-identified headers or a small sample and define the one operating question.

STEP 02

Scope lock & order

Confirm files, KPIs, exceptions, delivery date and acceptance criteria in writing, then collect 50% upfront.

STEP 03

Build and verify

Normalize, reconcile, calculate, document, and run the agreed validation checklist.

STEP 04

Accept and hand off

Review the acceptance copy, apply one in-scope revision, collect the balance, and release the editable workbook.

A tight scope keeps the pilot useful.

The sprint tests whether a repeatable report can remove manual work and improve operating visibility. It is not a systems-integration project.

Included

  • One operating theme
  • Up to three Excel or CSV exports
  • Up to eight KPIs and ten exception rules
  • One acceptance review and one in-scope revision
  • Final workbook, metric dictionary, and handoff

Not included

  • ERP, CRM, API, or live dashboard integration
  • Manual historical data entry
  • Account credentials or unattended system access
  • Tax, legal, medical, or regulated advice
  • New requirements after scope lock

Fixed-scope pilot

Start with one report, one question, and a written acceptance test.

Payment is split 50% at scope approval and 50% before release of the final editable workbook. Email us below to request a fit check and scope sheet.

No payment is requested until the written order identifies the contracting entity, scope, acceptance criteria, amount, currency, and payment route.

Mainland China¥1,999Fixed total · no subscription
InternationalUS$299Fixed total · no subscription

Minimum data

We request only the fields needed for the agreed report and recommend de-identification before transfer.

No account access

The pilot uses exported files. We do not ask for passwords, API keys, or access to source systems.

Defined retention

Working files are scheduled for deletion within 30 days after final acceptance unless a different written period is agreed.