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Read Nefer’s business brief

Ask focused business questions and trace each answer back to pipeline, delivery or money records.

Everyone1 min readVerified
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Choose a business question

On Hub, choose the tile for money, pipeline, projects, the team or documents. Each opens an answer to that question. State the period and scope when asking a more specific question in Nefer’s bar.

Hub with daily questions, business tiles and the Ask Nefer bar
Start with the question that matters for your day or business. Select the image to view it larger in a new tab.

Read the figures with their meaning

Check whether an answer describes outstanding money, forecast pipeline, delivery risk or capacity. These answer different questions. A likely sales amount is not money collected, and a workload estimate is not a completed timesheet.

Open the supporting work

Follow named invoices, opportunities, projects and documents. Check their current status and dates before acting on a summary. If the source disagrees with the answer, correct the source or clarify the question.

Finance overview with collected, spent, owed and to-bill figures
Follow each figure to the records it counts. Select the image to view it larger in a new tab.

Develop the next step

Continue in chat for follow-up questions, or open the owning module to act. Review prepared drafts and proposed changes individually. Use the morning-brief preferences in Settings → Nefer to review how the brief fits your routine.

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