Sales & commercial activity
Follow enquiries, quotations, confirmed sales and client activity. Compare periods and see which opportunities are moving forward or waiting for a response.
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DASHBOARDS & REPORTING
See where your business stands. Know what needs attention.
Bring financial, operational and team information into a clear view of your business. We build dashboards and reports around the questions you need to answer, connecting information from your tools and daily activity.
Your business, in view
Sales & client activity
Operations & delivery
Costs & budgets
People & resources
One clear business overview
Connected information. Defined measures. Detail when you need it.
Dashboards and reports.
A dashboard gives you an overview you can explore. A report brings selected information together for a period, a meeting or a decision. Both use agreed measures and clearly identified sources.
Built across different businesses. Designed around each one.
60+ Companies · 80+ Projects Delivered · 500+ Hours Saved Weekly Across All Companies · Website in 3 Languages · Belgium Based
Hospitality · Professional Services · Events · Field Operations · Agencies · SMEs
BUILT AROUND WHAT MATTERS
What you can monitor.
Choose the information that helps you run the business, with views for the people who use it and detail behind each measure.
Operations & delivery
See workloads, outstanding requests, deadlines and delivery progress. Identify work that is overdue, blocked or ready for the next stage.
Costs & budgets
Compare recorded spending with budgets and follow costs by project, department or activity. Bring revenue, invoicing and payment information into the same view where those records are available.
Team & resource planning
View availability, recorded hours, assignments and resource use. Compare planned and recorded work to understand capacity and support scheduling decisions.
Performance & service quality
Track the measures that matter to your operation, such as turnaround times, unresolved requests or completed work. Follow trends using consistent definitions and reporting periods.
Reports & alerts
Prepare recurring reports for meetings and follow-up. Notify the right people when an agreed threshold is reached, a deadline is missed or information needs checking.
FROM OVERVIEW TO DETAIL
Understand what is behind the numbers.
Move from a business overview to the records that explain it, with filters built around the way you review your work.
See the overall picture
Start with the current position and the measures you review regularly. See the reporting period and when the information was last updated.
Narrow the view
Filter by period, team, project, client or location. Compare the parts of the business that matter to the question you are asking.
Find what needs action
Open the records behind a figure to understand a delay, a cost difference or an outstanding request. Keep the context available for the next decision.
FROM SOURCES TO SHARED INFORMATION
How the information comes together.
Existing software, spreadsheets and custom systems can all contribute. We agree the sources, definitions and update frequency before building the reports.
- 01
Connect
Identify the sources and set up the agreed imports or connections.
- 02
Organise
Match records, align categories and flag missing information.
- 03
Calculate
Apply agreed definitions, calculations and reporting periods.
- 04
Review
Check the results against source records with your team.
- 05
Share
Provide the right views, reports and alerts to each audience.
What this changes in everyday work.
Less manual reporting
Agreed imports and calculations bring information together without rebuilding the same spreadsheet each week. Your team spends its review time on the findings.
Earlier visibility of problems
Delays, missing information and budget differences appear in the overview. Defined alerts bring them to the people responsible for following up.
A consistent basis for discussion
Teams use the same definitions and reporting periods. Meetings can focus on what changed, why it matters and what to do next.
BUILT AROUND YOUR DECISIONS
The information you need to run the business.
Start with the questions you need to answer. Together, we define useful measures, the detail behind them and the views that help each person do their work.
Measures with a clear meaning
Agree what counts, how it is calculated and which period it covers. Make the source and update timing visible so people understand what they are reading.
The right view for each role
Give managers and teams relevant summaries and access to the underlying detail. Set permissions around financial, client and staff information.
Reporting that fits your routine
Set up exports, recurring reports and agreed alerts around your review schedule. Optional team training helps people read the dashboards and use the filters confidently.
A few practical questions.
Can it use our existing spreadsheets?
Yes. We review the files, columns and update process, then define how the information is imported. We also identify missing fields or inconsistent formats that need resolving before calculations are used.
Can it connect several tools?
Yes. We check the connections and export options supported by your tools. We then agree which records to combine and how to match them without counting the same activity twice.
How often does the information update?
The frequency is agreed around your decisions and the source systems. Updates can run on a schedule or follow changes where the connection supports it. The dashboard shows when its information was last refreshed.
Can different teams see different information?
Yes. We define views and access by role, team or location. People see the information relevant to their responsibilities, with financial and staff details restricted to the agreed users.
Can reports be exported or sent automatically?
Yes. We define the report format, recipients and schedule with you. Exports and scheduled delivery use the agreed access rules and include the reporting period and update date.