Automation
Dashboards & Reporting
One live view of leads, sales and delivery, pulled from the tools you already use.
The problem
Why businesses come to us.
When numbers live in five tools, reporting becomes a weekly copy-and-paste job and decisions wait on spreadsheets that are already out of date.
What’s included
- Dashboards for leadership, sales and delivery
- Data pulled from CRM, ads, payments and project tools
- Clear definitions for every metric
- Scheduled reports for your team or clients
- Drill-down to the records behind each number
What changes
What it means for your team.
01
No more manual weekly reporting
02
Everyone works from the same numbers
03
Problems show up while there is still time to act
Works well with
Connect it to the rest of the system.
Guides
Before you build dashboards & reporting.
GUIDE
The 9 numbers every service business dashboard needs
From enquiries to cash collected, with where each number comes from.
Read the guideGUIDEThe real cost of disconnected tools
A worked example of the hidden time, errors and missed enquiries.
Read the guideGUIDE5 spreadsheets that should be software
And five that are fine as they are, with the warning signs that tell them apart.
Read the guideReady to talk about dashboards & reporting?
Tell us where you are and what is getting in the way. We will scope it before anything is built.