Analytics & Reporting
Custom dashboards and reporting that surface the metrics that actually drive your decisions.
Most CRM reports tell you what happened last quarter. Ours tell you what's about to happen, and what to do about it. We build analytics that go beyond vanity metrics to deliver actionable intelligence, without the premium-tier pricing that off-the-shelf CRMs charge for advanced reporting.
Dashboards That Drive Decisions
Every role in your organization needs different data. We create role-specific dashboards (from executive overviews to individual rep performance) that show exactly what matters to each user.
- Executive dashboards with revenue forecasting
- Sales manager pipeline and activity views
- Individual rep performance scorecards
- Customer health and retention metrics
- Marketing attribution and ROI tracking
- Custom metric calculations unique to your business
Predictive Intelligence
Our analytics go beyond historical reporting. Using your CRM data, we build predictive models for deal close probability, churn risk, customer lifetime value, and revenue forecasting.
Automated Reporting
Stop manually pulling reports every Monday morning. We set up automated report generation and distribution (daily, weekly, monthly) delivered to the right people at the right time.
Key Features
- Real-time executive dashboards
- Custom KPI tracking
- Pipeline forecasting
- Team performance analytics
- Customer lifecycle reporting
- Automated report scheduling
What You Get
Measurable outcomes that impact your bottom line.
Make data-driven decisions in real time
Identify at-risk deals and customers early
Forecast revenue with greater accuracy
Eliminate manual report generation
Frequently Asked Questions
What Our Clients Say
“Patient journey from first visit to maintenance care, fully mapped. Automated reactivation campaigns bring back patients we would have lost. Revenue up 30%.”
Hannah Blake
Clinic Administrator, Summit Chiropractic & Wellness
Salt Lake City, UT
“Managing 15,000 subscriber accounts with automated billing alerts, upgrade eligibility, and churn prediction. We catch cancellation intent before the customer even calls.”
Denise McCarthy
Customer Operations Manager, Metro Wireless
Indianapolis, IN
“Candidate tracking, client relationships, and placement management in one system. Our fill rate improved 25% because nothing falls through the cracks anymore.”
Nicole Sanders
Managing Director, Keystone Staffing Solutions
Philadelphia, PA
“Stakeholder management across municipalities, landowners, and regulators. Custom workflows for each relationship type. Our permitting timeline improved by 30%.”
Mark Sullivan
CEO, Atlantic Wind Partners
Portland, ME
“Reservation management, private event booking, and loyalty program in one system. Regular customers get recognized and rewarded. Our repeat business is through the roof.”
Laura Fitzpatrick
Owner, Fitzpatrick's Pub & Restaurant
Boston, MA
“We went from managing 200 client relationships across 4 different systems to one unified platform. Our advisors can finally focus on advising instead of admin work.”
Thomas Nakamura
VP of Client Services, Pacific Coast Capital
Seattle, WA
“Tracking client services, donor relationships, and volunteer hours across 3 programs was impossible in spreadsheets. This system has transformed our operations.”
Father Thomas O'Brien
Director, St. Francis Community Services
Boston, MA
“Parent communication, staff coordination, and community engagement all centralized. Our district office went from managing 6 separate tools to one unified platform.”
Keith Donaldson
Superintendent, Apex School District
Boise, ID
Ready to Transform Your CRM?
Let's discuss how this service can solve your specific challenges. No commitment required.