Business Insights

Measure key areas of your business and focus your strategy

Business Insights

Measure key areas of your business and focus your strategy

Solution Benefits

  • Track key metrics for each project to measure how your business is performing
  • See company-wide sales performance at a glance by comparing opportunities and conversion rates
  • Measure the success of your marketing efforts by tracking the total spend and return for each channel
  • Determine the efficiency of each channel by measuring the average cost and revenue per lead

Lead the Team

Run reports on key data points to measure the sales contributions of individual employees.


Key Features

Automated KPI Reporting

  • Instantly generate reports for a variety of key project data points
  • Measure key performance data to find strengths and setbacks of your project history

Sales Performance Tracking

  • Monitor your project sales history using a variety of key metrics and historical views
  • Break down each data point to the employee level to better understand individual performance

Marketing ROI Data

  • Track total spend and return for each channel your team uses for marketing
  • Identify which channels attract clients best and which leads to more sales

Payment Management

  • Sync invoices to Quickbooks for managed payment processes
  • Create custom invoice settings based on project, client, and team expectations

Expand Your Power

We integrate into some tools you likely use, and a few more your probably should.