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 with everyone wanting things immediately, why should your business data be any different?

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

What is Real Time Reporting?

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.

What is Real Time Reporting

Key Benefits

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

Live business information dashboards

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.

Lots of filtering options

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.

View graphs, leaderboards and lists across the modules

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.

Report down to item level to review quantities, revenue, profit and more

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.

Related Modules

These are some of the most common modules where our customers benefit from what the Real Time Reporting module offers.



Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.



Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.

Book a Live Online Demo see how our solution can help your business