Most businesses already collect far more data than they use. It sits in the ERP, in the CRM, in spreadsheets on someone’s desktop — and the monthly review still runs on a hand-built summary that takes two days to prepare and is out of date the moment it is circulated.
We build reporting that closes that gap.
What we build
- Sales and pipeline dashboards — open pipeline by stage, owner and age; win rates by value and by count; deals that have gone quiet
- Revenue and target tracking — actual billing against target, by fiscal year and by business development owner, with year-on-year comparison
- Client and retention analysis — new versus repeat business, cohort retention, revenue per client
- Collections and ageing — outstandings, payment ageing buckets, and where to chase first
Built on a model that holds up
A dashboard is only as good as the definitions underneath it. We spend the time on the model — what counts as a sale, which stage means won, how the fiscal calendar works, how to avoid double-counting — because a report that quietly overstates revenue is worse than no report at all.
That work is done once, properly, and every measure on every page inherits it.
Connected to your systems
We build custom connectors where they are needed, including direct API integration with Sangam CRM, so your dashboards refresh from the live system rather than from an export somebody remembered to run.
Ongoing support
Reports need to change as the business does. We offer an ongoing support arrangement covering new visuals, measure changes and data fixes, so your reporting stays useful rather than slowly going stale.