The problem this solves
Reports that do not match finance, three versions of the same pipeline number in one leadership meeting, dashboards built once and never opened again. When the CRM's numbers cannot be trusted, people rebuild them in spreadsheets, and the CRM quietly stops being the source of truth it was bought to be.
How we work
Reporting problems are usually data problems wearing a costume, so we start by checking whether the fields your reports need are actually populated and consistently defined. Where they are not, we fix the property architecture and add stamping automation first - otherwise we would just be formatting bad data.
Then we build the report set per audience: a pipeline and forecast dashboard for leadership, funnel conversion from lead to won with stage velocity, rep activity versus outcomes for sales management, and source reporting for marketing. Every metric gets a written definition, agreed upfront with the people who would otherwise argue about it later.
We review each dashboard with its audience after a few weeks of real use and adjust, because the first version of any dashboard is a hypothesis.
Deliverables
- Metric definitions document agreed across teams
- Data readiness fixes: property stamping and consistency automation
- Leadership dashboard with pipeline, forecast, and trend views
- Funnel conversion and stage velocity reporting
- Rep activity versus outcome dashboards
- Post-launch review and adjustment cycle