---
title: "Task: What is the Business Performance Task and how do you use it?"
last_updated: "2026-04-01T12:43:45.531Z"
category: "Tasks"
canonical_url: "https://maybeclients.com/h/mash-help-centre/task-what-is-the-business-performance-task-and-how-do-you-use-it"
help_centre: "MaSH! Help Centre"
---

# Task: What is the Business Performance Task and how do you use it?

Business Performance

Category: Reporting & Insight

---

|  | Primary team
Leadership / Senior Management | Frequency
On demand | Also useful for
— |
WHAT THIS TASK DELIVERS

Financial admin assistant for the Senior Team. Reviews forecast and answers questions on financial performance or forecast impact.

How it is triggered: On demand. Ask a direct financial question in Teams. The Agent retrieves the relevant data and responds immediately.

WHAT IT PRODUCES

Plain-language financial answer or modelled scenario based on connected financial data.

FREQUENTLY ASKED QUESTIONS

Q  Can this task model hypothetical financial scenarios?

A  Yes. Ask scenario questions such as: 'What would a 5% pay rise across the team do to our gross profit?' or 'What is our EBITDA if we remove project X from the forecast?'

---

Q  The answer looks incorrect. What should I do?

A  Verify the underlying data in your financial system first. If source data is correct and the answer is still wrong, report the specific question and answer to @spud as clear feedback. Always say “@spud I want to give you feedback”

---

TASK SCOPE

|  | This task does not | This task does |
|  | ✗  Update financial data — read only | ✓  Answer direct financial questions in plain language |
|  | ✗  Replace formal financial reporting or your finance team | ✓  Retrieve forecast vs actual, burn rates, and margin data |
|  | ✗  Access financial systems not connected at configuration | ✓  Model hypothetical financial scenarios on demand |