Reporting and dashboards
One view from spend through enquiry to closed order, built from the decision backwards.
Our process
Built from the decision backwards. If a panel does not lead to action, it does not go on.
Decision audit
What decisions need data.
Data connection
Join sources end to end.
Attribution model
Source through to closed order.
Panel design
Build only what gets used.
Build and test
Deploy in your stack.
Handover
Readable without us on the call.
What is included
Source-to-order attribution
Channel and campaign carried through enquiry to closed order, so you can see which spend produced revenue.
Response-time reporting
How long enquiries wait before first contact, by channel and by owner.
Pipeline health
Stalls, ageing deals and stages where movement stops, surfaced early rather than at review.
Sales activity
Calls, meetings and follow-ups against outcomes, so activity is measured against what it produced.
Built in your stack
Zoho Analytics, or your existing BI tool if you already have one your team uses.
Want to know if this is the right starting point? Tell us what is not working and we will say whether this is where we would begin, or somewhere else.
Ask usProblems we have solved
Described by the problem rather than by the client.
A dashboard nobody opened
What we found
An existing dashboard had over thirty panels. It was technically correct and no decision had ever been made from it.
What we built
Rebuilt with a small number of panels, each tied to a specific recurring decision, and everything else removed.
What changed
It started being used in the weekly sales meeting, which the previous version never was.
Marketing and sales reporting that could not be reconciled
What we found
Marketing reported enquiries. Sales reported orders. The two numbers were produced from different systems and could not be joined, so nobody could evaluate spend.
What we built
Attribution carried end to end and one reporting layer built over both.
What changed
The argument about whose numbers were right stopped, because there was one set.
Often runs with
Talk to us about reporting and dashboards
Thirty minutes, no deck. If this is not what you need we will say so.