Reports your managers can read without asking for an export
We plan what to track first, then build the reports and dashboards inside your CRM. Numbers update on their own, so review meetings start with answers.
Is this for you?
- Someone builds a report in Excel before every meeting
- Different people quote different numbers for the same thing
- You cannot see where leads are lost
- You want to forecast but do not trust the pipeline
What you get
- A short list of the numbers that matter, agreed with you
- Dashboards for owners, managers and teams
- A guide that explains how each number is calculated
What we do
Where we can help
Pipeline and forecast
Deals by stage, owner and expected close date.
Team activity
Calls, meetings and follow-ups at a glance.
Source to revenue
Which channels bring customers, not only enquiries.
Service metrics
Response times, open tickets and repeat issues.
Scheduled reports
The right report in the right inbox every week.
Data quality checks
Missing fields and stale records flagged before they spoil a report.
Questions
Good questions on this topic
Can you build reports from several tools?
Yes, when the data is connected to the CRM. We plan what to track before we build, so the numbers mean something.
Do you build inside the CRM or in another tool?
Inside the CRM wherever it can do the job. If you need more, we can feed a business intelligence tool.
Who maintains the dashboards later?
You can. We document every report and train your admin. We can also maintain them under a support plan.
Related
You may also need
Workflow automation
Automate lead handover, follow-ups, approvals and status updates.
Learn more →CRM integration
Connect your CRM to forms, telephony, accounting, ERP and the rest of your tools.
Learn more →Training and managed support
Role-based training, hypercare after go-live and monthly administration.
Learn more →Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.