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Q3 board summaryVitreo Pro · reads your workspace

Summarise our third quarter for the board. Keep it to one page.

09:12
AI

Here is a one-page summary of the third quarter, July to September, from the books, the store, the sales pipeline and the people data in your workspace:

  • Income came to $1.14M, down 18.8% on the second quarter, which closed more platform deals (33 against 30).
  • The store took 1,129 orders worth $171.7K and won 374 new customers.
  • Sales closed 30 platform deals worth $880.6K.
  • Spending was $1.19M, so the quarter ended $47.3K down, with $1.29M in the bank.
  • The team is 40 people; 1 person joined in the quarter.
09:12
AI

Risks to watch: 10 open deals are due to close in November, and the store has to carry the Black Friday weeks. Shall I add a chart of income by month?

09:13

Yes, and give me the SQL behind the revenue number.

09:14
AI

Revenue by month, from the invoices table:

select date_trunc('month', paid_at) as month,
       sum(total) as revenue
from invoices
where paid_at >= '2026-07-01'
group by 1
order by 1;
09:14