The Real Numbers That Drive Your Business Forward
No vanity metrics or confusing analytics charts. A clean executive dashboard tracking pipeline valuations, quote conversion rates, and weekly revenue movement without spreadsheet gymnastics.
Quote Win Rates
Know your exact conversion rate by project type, lead source, and estimator. Pinpoint which projects deliver the highest net profit margins.
Pipeline Velocity
Track how many days pass between first enquiry, site survey, quote delivery, and signed agreement. Detect pipeline stalls before they hurt cash flow.
Automated Monday Digests
Start each week with a clear one page summary delivered straight to your inbox: won jobs, delivered estimates, and survey appointments.
Why Service Business Owners Hate Complex Analytics
Most CRM reporting packages are designed for enterprise data analysts. They drown users in dozens of colorful line graphs, vanity metrics like "social impressions", and complex pivot tables that offer no practical guidance on running tomorrow's operations.
An independent UK business owner needs answers to five straightforward questions:
- How many qualified leads came in this week?
- How many site surveys or discovery consultations took place?
- What is the total value of quotes currently outstanding?
- What percentage of our quotes did we actually win?
- Which lead channels delivered the most profitable clients?
Our reporting module delivers exactly these answers in clean, readable tables. No clutter. No guesswork.
Operational speed creates the underlying performance: 78% of buyers purchase from the business that responds first, and prospective leads contacted within five minutes are 21x more likely to qualify. Our reports prove the real financial value of rapid response week after week.
Explore Connected CRM Modules
Your reporting engine compiles metrics automatically from every module across the system:
Frequently Asked Questions
What core metrics does the executive reporting dashboard track?
It focuses on five commercial numbers: total new enquiries received, survey/consultation completion rates, total value of quotes delivered, quote-to-win conversion percentage, and average project turnaround time.
Can I receive weekly summaries automatically without logging in?
Yes. The system compiles an executive Monday morning briefing email dispatched to directors, summarizing new pipeline movement, won revenue, and highlighting any high value quotes awaiting follow-up.
Can we export our operational data to Excel or CSV?
Yes. Every reporting view includes one click CSV and Excel export options, allowing your accountant or bookkeeper to extract financial and pipeline data whenever necessary.
What are the commercial terms for the custom CRM?
The custom CRM pilot costs £300 to start (£150 non refundable plus £150 refundable if not satisfied). The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing support and hosting is a flat £300 per month all in.
Gain complete visibility over your business
Explore how executive reporting and conversion tracking function on our live demonstration platforms.