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📈 Use case · Action plan reporting

Your reporting,
always up to date.
With no effort.

See the progress of several action plans in real time, without chasing teams and without an Excel file to update by hand. With Perfony, reporting builds itself from the actions on the ground.

📊 Real time, no consolidation 🔔 Automatic delay alerts 🗂 Every plan in one view
Example · Monthly report · Leadership view
87%
Actions on time
8
Late actions ⚠
Q2 quality plan · 94% · 2 late
Safety plan · 78% · 3 late
HR plan · 82% · 3 late
The problem

Why does reporting
take so long?

📧

Exhausting manual consolidation

Every owner sends their status by email or Teams. Someone pulls it all together in Excel. It takes days, and the result is already out of date.

📁

Plans scattered across different files

The quality plan in one SharePoint, the safety plan in another, the HR plan in an email. No consolidated view without copying everything by hand.

⏰

Reporting arrives too late to decide

By the time the monthly report is ready, the data is already old. Decisions are taken on information that no longer reflects reality.

With Perfony

Before and after

⚠ Before Perfony
Days spent collecting updates by email and Teams
One person compiles everything by hand
Data that is already out of date
No easy way to compare several plans
Delays discovered too late
✓ With Perfony
Reporting available in real time, in one click
Data flows up automatically from the ground
A consolidated, real-time view of every plan
Instant comparison between plans and teams
Automatic delay alerts before the meeting
How it works

Reporting that builds itself

✅

Actions updated where the work happens

Each owner updates their own actions in Perfony, from the web, Teams, Outlook or the mobile app. Nobody has to send a status report.

📊

Indicators calculated automatically

Progress rate, late actions and on-time closure rate are calculated per plan and consolidated across plans, teams or sites. See dashboards and KPIs.

🔔

Delays flagged before the review

Owners and managers are alerted before due dates, so the steering meeting can focus on what is stuck rather than on collecting updates.

Use case · Action plan reporting

Your reporting,
automatic from tomorrow.

Free 15-day trial, no credit card required. Your action plans in Perfony in under an hour.

In practiceAction plan softwareEvery meeting decision becomes an action with an owner, a due date and a progress status. Reminders go out on their own. Built-in RACI, multi-entity consolidation, hosted in France.Discover the software

Frequently asked questions

How can you consolidate several action plans without Excel?

Keep every plan in one tool where each owner updates their own actions. Indicators are then calculated per plan and consolidated automatically, with no copying and pasting.

How do you spot late actions before the steering meeting?

Perfony alerts owners and managers before due dates and shows late actions on the dashboard, so they can be dealt with before the review.

Can you compare several teams or sites?

Yes. The same indicators can be read plan by plan or consolidated across teams, sites or entities, with access rights set per user.

Comment pouvons-nous vous aider ? Une question sur Perfony, une démo à réserver, ou envie de créer votre espace ?