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Ataski Financial Analyst
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Example: Distribution / wholesale
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Which choices need action, which are underway, and did the last ones land.

✦ Ask the analyst

Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.

Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.

DECISIONS AND FOLLOW-UP

What was decided, who owns it and when to review

A short working log: the decision, its owner, the due date, the expected effect and the actual outcome. No automatic scoring and no invented “percent complete”.

  1. State In work Decision Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan. Days inventory outstanding (average inventory ÷ COGS × 365) Observed Assigned for review Owner You Decided · review by 2026-05-20 2026-06-05 Effect when decided $120,000 Outcome —

    Inventory days on hand rose to 62 in April from 58 — the Q2 pre-buy on the Westbrook SKU line landed three weeks early and $214K of stock is sitting longer than planned. Turns slipped from 6.3x to 5.9x annualized; ~$120K of cash is tied up vs the March working-capital plan.

    Next: nothing to do yet — the outcome is checked automatically after the review date.

    Assumptions on the day

    · impact is a one-time working-capital level move — not annualised

    · 2 source citation(s) back the period figures

    View metric lineage →

  2. State Outcome recorded Decision Approved: tighten the two national accounts back to net-45 and add a 2%/10 early-pay discount to pull receivables in. Days sales outstanding Observed Modelled a scenario Owner Marcus Toole (AR) Decided · review by 2026-04-19 2026-06-15 Effect when decided $47 Outcome -4 At review: 43
    Assumptions on the day

    · $61K of AR was past 90 days, concentrated in the two named accounts.

    · The accounts would accept tighter terms rather than re-bid the contract.

    Since this decision · Inferred
    Expected effect (as modelled)$47
    At decision47
    At review43
    Movement-4

    No on-track score is derived from these. The expected figure is the size of a modelled effect; the observed figure is how the metric's level moved. They are different quantities, and nothing here measures the decision's own financial effect.

    Hypothesis holds (inferred)

    An inferred association over a window where other factors also changed — never a proven cause.

    View metric lineage →

Decisions are captured from Today cards and modeled scenarios — with the numbers as they stood at decision time. There is no blank form, so every entry stays auditable.

How forecast accuracy is scored → · Reference →