Executive Intelligence

HeartBeat Reports: Daily Flash, CFO Pack and Client Statements

HeartBeat builds seven report types from live data, from a Daily Flash to a CFO pack to client statements you publish to the portal.

The right report at the right time turns a meeting into a decision.

Summary

HeartBeat is the command center for owners and admins, with CFO, operations, CTO and CEO perspectives.

It produces Daily Flash, CFO Financial Pack, Operations Meeting, Technology Health, Compliance Report, CEO Summary and Client Statement reports.

Client statements stay drafts until reviewed and published to the client portal.

Key takeaways

Use the Daily Flash to start every day.

Run the Operations Meeting report before the weekly meeting.

Read every client statement before you publish it.

What HeartBeat is

HeartBeat is the command center for owners and admins, included with Nexum Open CRM. Four AI executives (CFO, VP of Operations, CTO and CEO) read your money, your floor and your systems every day, flag what's wrong, recommend what to do next, and build reports you can print, email or publish to the client portal. If AI isn't connected, HeartBeat still works with rule-based briefings.

For the bigger idea behind it, see HeartBeat: the agency command center.

The seven report types

Daily Flash. A quick start-of-day read on where things stand.

CFO Financial Pack. Money in, fees, margins and financial health.

Operations Meeting. Floor performance, backlogs and overdue work, for the weekly ops meeting.

Technology Health. Integrations, services, AI models and errors.

Compliance Report. Disputes, exceptions and items needing attention.

CEO Summary. The whole picture for the owner.

Client Statement. For one client, shown to that client in the client portal after you publish it.

The first six are internal.

Building a report

Choose the report type. For a Client Statement, choose the client (required). Choose the period covered, or leave the report default. Build, then read it.

Client statements

A new client statement is a draft: the client can't see it until you publish it. Read it first. Click Publish to client portal and confirm; the client sees it under Reports → Statements. Click Unpublish to remove it. See the Nexum Client Portal.

Modules and renewals

HeartBeat → Modules shows the modules you have and lets owners install or update them and manage renewals. It's the same list as in Settings.

A simple reporting rhythm

Daily: Daily Flash.
Weekly: Operations Meeting and Compliance Report.
Monthly: CFO Financial Pack, Technology Health, CEO Summary and client statements.

Why it matters

Reports built from live data, with recommended actions, save hours of spreadsheet work and make meetings about decisions instead of numbers.

See it working in your agency

Book a 30-minute guided Nexum demo built around your agency's real bottleneck, or call 502ZONE directly at (786) 524-4252. Nexum Open CRM is free: no license fee, no seat fees, no subscription. Add 502ZONE modules only when you want more recovery.

Bring us your most expensive collections problem.

Our guided 30-minute session focuses on your real workflow and the problem costing you the most.

Schedule a Demo