Gain Valuable Insights

Get access to all of the underlying information in easy to view graphs, lists, leader boards & timelines.

Imagine how quickly you could reach decisions with all of the key data available all the time?

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Real Time Reporting

Making decisions based on evidence or information usually leads to the best outcomes. It gives you the opportunity to make changes quickly and effectively to create lasting positive change in your business.

Knowing you can rely on the information at your fingertips is empowering, and something which once required a huge price tag. Your customers’ needs have changed—everyone wants things now. Why should your business data be any different?

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


Key benefits

Below is a snapshot of some of the most popular key benefits from using the Real-Time Reporting Module.

Live dashboards

Do you want to know what is going on right now?

All of our reporting is done via live interactive dashboards to give you a real-time overview of what is going on in your business using various data points so you can keep your finger on the pulse.

Live dashboards
Extensive filtering

Extensive filtering

Would you like to tailor what you see on your dashboard?

Rather than making lots of static dashboards, you can quickly and easily apply lots of different filtering options enabling you view the exact data you want to see at that moment in time.

Multiple views

Multiple views

Do you prefer graphs or do you prefer lists?

Choose between different types of graphs, detailed list views, timeline reports or even leader boards where you can choose different ways to group and display your reporting information.

Item level information

Do you want to really dig into your system data?

We have real-time dashboards which will allow you to drill down to item level detail so you can analyse your best performing items to empower you to make quick business decisions.

Item level information

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CRM with Quoting Functionality

Automated reporting

Different reports can be created and scheduled to be sent to the relevant individual, the report can be scheduled to be sent at regular intervals that you choose.

  • Quotes that need to be chased
  • Jobs/Sales Orders/Projects behind schedule
  • Jobs/Sales Orders/Projects that have been stuck for an unusually long period, for example, where the pro forma is still to be paid
  • Jobs/Sales Orders/Projects that need to be invoiced
  • Overdue purchase orders
  • Delivery notes that have not been signed for
  • Invoices that have not been sent

Quotations & Proposals that win business

Customised reports

Each report can be tailored to the recipient, for example, a sales manager can receive a report summarising only the flagged quotes, including links to each one.

However, for a manager covering the whole business a report can summarise issues across all their areas but not show each flagged quote/job/invoice/etc.


Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Real-time reporting is a term used to describe the availability of information and data “as it happens”.

There are many reporting tools out there, but only in recent years has the need for real-time information become so paramount.

Having information readily available at all times allows you to make business decisions much faster than what was previously possible.

Sadly, many of the leading software platforms still work on historical data unless you buy expensive add-ons or 3rd party applications.

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