Gain Real-Time Visibility Across Projects, Sales, and Budgets

In today’s fast-paced business environment, making informed decisions is key to staying ahead. Our software provides robust reporting and analytics tools that give you real-time visibility into your CRM, job and document tracking, project estimating, budgets, and assemblies, all in one place. With comprehensive reporting features, you’ll gain actionable insights into every aspect of your business, helping you optimize performance and drive growth.

Key Features:

CRM Reporting: Track sales activities, monitor customer interactions, and analyze lead conversion rates. Our CRM reports provide insights into how effectively you’re managing contacts and progressing opportunities, helping you refine your sales strategy.

Job & Document Tracking Analytics: Gain a clear overview of all job activities, including document uploads, task completions, and project milestones. With visual analytics, you can track project progress, ensure deadlines are met, and maintain seamless communication between teams and clients.

Project Estimating Reports: Get detailed reports on project estimates versus actual costs, identifying any discrepancies early and allowing you to make necessary adjustments. Make sure your estimates are always accurate and aligned with project goals.

Budget Monitoring: Track your project budgets in real time. View breakdowns of costs, monitor expenditures, and ensure you stay within budget throughout the course of the project. Get alerts for budget overruns and take corrective action immediately.

Assembly Costing & Reporting: Whether you’re working with complex assemblies or simple tasks, our software helps you track the cost of materials, labor, and resources. Generate detailed reports to monitor the efficiency of your assemblies and improve future planning.

Customizable Dashboards: Tailor your reporting experience with customizable dashboards that highlight the data most important to you. View key metrics, financial data, and project statuses all in one place, giving you a comprehensive picture of your business at a glance.

Real-Time Insights: All reports and analytics are updated in real time, ensuring you have the latest data at your fingertips. Whether you're in the office or on-site, make data-driven decisions on the go.

Our reporting and analytics features empower you to monitor key metrics across all areas of your business, helping you identify trends, optimize operations, and stay ahead of the competition. Ready to see it in action? Request a demo today and unlock the full potential of your business data!