Reporting automation: your numbers on one screen.
The numbers that matter, pulled automatically from the systems you already use and shown on one screen, updated every day. Quotes won by branch and rep, accounts spending more or less, money owed, team performance.
No big upheaval. We plug into the system you already use.
Sound familiar?
- Your numbers are in five places and none of them agree
- Month-end reporting takes days
- You can't answer 'which branch wins the most quotes?' without a spreadsheet
What we automate
Data collection
Figures pulled automatically from each system, every day.
One screen
Up to six key numbers or charts, built around the decisions you make.
Views by role
Owner, managers and branches each see what they need.
Alerts
Told when a number moves the wrong way, instead of finding out later.
How it works
A 15-minute call
You tell us where things get missed. We tell you straight if we can fix it.
We map the process
How the work flows today, across which systems and which people.
We build and connect it
Around the systems you already run. Your team is shown how it works.
We look after it
Monitoring, support and small changes every month.
Works with the systems you already run
Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.
Who it's for
- Managing Directors
- Finance Directors
- Operations Directors
- Branch Managers
The systems we set up
Straight answers
Which systems can the dashboard pull from?
Most accounts packages, merchant and EPOS systems, CRMs, phone systems and spreadsheets. We confirm the connections on the call.
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Read the guideEvery call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.