Moisturizer · Weekly review
Promotion review
Actual units1,100
Contribution$29,975
Contribution, same week
Baseline$31,050
Actual result$29,975
Short of target40 units
At $95 and unchanged unit costs: 1,140 units needed.
Ask about this report
Your AI financial assistant
Finance expertise. Your business in mind. Here for you 24/7.
Tell it your questions and goals. It draws on your data and business memory to independently organize analyses, move work forward and complete tasks.
CaiGeekWhat shall we do next?
How CaiGeek works for you
You ask. CaiGeek gets to work.
Start with a question. Explore the causes, compare options and keep following up.
CaiGeekSales are up. Why is profit down?
CaiGeekOperating profit fell by $116,400. Higher ad spend was the largest downward driver.
September net sales$13.8M+$596,800 vs. August
September operating profit$1.62M−$116,400 vs. August
What changed operating profit
USD, thousandsSales & mix
+186
Ad spend
−228
Refund-related losses
−52
Fulfillment costs
−22.4
Locate the main drivers, then examine the economics of individual products.
Could a different promotion price work better for our moisturizer?
CaiGeekCompare price and volume together. The $95 scenario contributes more, provided the assumed 30% volume increase is achievable.
Moisturizer · One-week promotion
ContributionBaseline$99 × 1,000 units
$31,050
Lower price$89 × 1,300 units
$28,015
Alternative$95 × 1,300 units
$35,425
The $95 scenario adds$4,375Assumes 30% more units sold
Unit costs: $63; platform fee: 5% of price. Fixed costs and income tax excluded.
At $95, how many units would match the original contribution?
CaiGeekAt least 1,140 units, or 14% more than the baseline. Adjust the price to see how the required volume changes.
$79$109
Units needed to match the baseline1,140units14% above baseline
Compare contribution over the same weekBaseline: $31,050
Assumes $63 unit costs and a 5% platform fee. Actual demand needs validation. Fixed costs and income tax excluded.
Review this promotion every Monday at 9 a.m.
CaiGeekAs arranged, compare actual volume, unit costs and contribution each week. Continue from the results to examine causes and consider adjustments.
Every Monday · 09:00
Moisturizer promotion review
Actual units soldChanges in unit costsContribution vs. baseline
Continue when the next result arrives
“We sold only 1,100 units this week. Is it worth continuing?”
You choose the timing and focus, and can adjust them in the conversation.
Connected understandingBring scattered data
Bring scattered data
into the same picture.
Start with the question you want to answer. Connect orders, costs, settlements and business context—through apps, browsers, your computer or the files you already have.
Prepare relevant materials with your authorization.
Connected appsCommerce · ERP · Payments
Browser & desktopWeb portals · Desktop apps
Files & documentsOngoing sources · Uploads
Prepare the data this task needs
Orders & refundsSettlements & feesCosts & stock
What you told it before
For the next few weeks, keep at least $160k available.
A business constraint for future analysis
Later, a new question
Can we arrange an $80k restock now?
Based on the current schedule, week three ends at $145k—below the reserve you set.Your reserve$160kThree-week payment limit$65k
Update goals and business facts in the conversation as they change.
Long-term business memoryYour business,
Your business,
without starting over.
Business relationships, fee agreements, goals and changes become context for the next task. As understanding accumulates, new questions have a better starting point.
An assistant for ongoing workThe work you arrange,
The work you arrange,
kept moving.
Give me a business brief at 9 every morning,
and review the moisturizer promotion on Mondays.
and review the moisturizer promotion on Mondays.
Every day · 09:00
Yesterday at a glance
Start with the changes that matter
Net sales$462k
Operating profit$46k
Mondays · 09:00
Promotion review
Actual units1,100
Contribution$29,975
Vs. baseline−$1,075
See a result. Go deeper.
Consider the next stepSales missed the assumption. Is it worth continuing?
Examine actual volume and costs, then compare continuing, adjusting or ending the promotion.
Choose the focus, timing and deliverable in conversation. Adjust them there, too.
Team collaborationYour team prepares the data.
Your team prepares the data. You ask.
Your team prepares and shares the relevant data, so you don’t have to gather and pass it along yourself. Ask CaiGeek directly to analyze the issue and compare your options.
Your team prepares and shares
F
FinanceActual costs & expenses
O
OperationsPromotion terms & actual sales
CaiGeek connects the information
Moisturizer promotion review
Volume · Unit costs · Contribution
You ask and explore further
B
Business ownerShould we keep this promotion?
E
ExecutiveWhat should we change next?
You choose who can access materials and results. Personal conversations remain private.
Work on the goA different place.
A different place.
The same work.
Read a result on your phone. Add a message or a photo and keep the discussion going. Back at your computer, pick up the same work.
Assuming 1,300 units, what if we add $2 shipping support per unit?
CaiGeekPrice: $95. Unit costs: $65.
Projected contribution$32,825$1,775 above baseline
Volume is assumed. Excludes fixed costs and income tax.
Hold to talk
Continue the same work across devices
Your data. Your choice of sharing.
Explore data securityPrivate conversations
Joining a team does not automatically let colleagues or administrators see your private conversations.
Access follows permissions
Uploads are private by default. You choose who to share with and which permissions to grant.
Share a specific result
Sharing a report does not open its source materials or the entire conversation.
A few things you may wonder
Can I ask something that isn’t shown on this page?
Yes. These are examples of work, and your own question can be the starting point. CaiGeek combines your goal, business context, available materials and tools to organize the work, and discusses any information needed along the way.
Do I need to learn prompting or configure a workflow?
Describe the problem you want to solve or the result you need. CaiGeek works with the available context and clarifies important missing facts in the conversation.
Can I start before my data is organized?
Start with your question. You can provide existing Excel, CSV, PDF, image or Word files, or prepare data through available connections, browsers or desktop applications. CaiGeek explains which data is needed, what it can read and any gaps in the specific task.
Do I need to replace my existing business or accounting software?
You do not need to replace them first. Start with existing reports, exported files or an available authorized connection. Direct connectivity depends on platform permissions and actual access conditions. You can also email us with the systems you use and the work you want to complete.
Will CaiGeek get to know our business better?
The business context, rules, goals and changes you share inform future work and can be corrected in conversation. We also continue to improve models, professional methods and tools to expand the work CaiGeek can handle.
Can recurring work follow my own priorities?
Describe the focus, timing and desired result in conversation. Briefs, promotion reviews or follow-up on a particular change can run on your arrangement, and can be adjusted, paused or ended in the conversation.
Can teammates see my private chats?
Personal conversations remain private. You choose which materials or results to share. Sharing a report does not grant access to its source materials or your private chats.
What if I have questions about a result or need help?
Ask for the reasoning, add facts or request changes in the same conversation. Important decisions still require checking business facts; missing data and conditions affect the judgment. For product, account or order issues, use “Contact us” in the bottom-right corner to reach our service email.
The task you’d love AI to handle. Let CaiGeek give it a try.
New users get one free 7-day trial from first use, including one Plus monthly AI allowance.