CRM reporting and dashboards
CRM reporting and dashboards your team trusts
Your CRM, call tracking and ad platforms each have their own reports, and none of them agree. We pull them together in Google Sheets, BigQuery, Looker Studio or a custom dashboard, so one number answers one question.
- ✓ CRM data next to calls and ad spend
- ✓ Sheets, BigQuery and Looker Studio
- ✓ Custom dashboards through TrussCharts
Data into Google Sheets
Questions
- Looker Studio or a custom dashboard?
- Looker Studio fits when the data is already in Google Sheets or BigQuery and your team wants to edit it. For a hosted dashboard built around your team, our sister company TrussCharts builds custom ones.
- How is it priced?
- By project, not by the hour. The first call is free, and you get a project quote after it.
The real thing
Dashboards from real builds
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
- 1Today in one sentence
A plain-English headline before any numbers. Inbound, outbound, SMS, and totals grouped by colour. Every card compared with yesterday. (client dashboard, names replaced)
- 2Spot the bad day
Total calls and missed calls on one chart. The percent missed on its own scale. One point per day. (client dashboard, names replaced)
- 3How many opportunities become admits
Opportunity-to-admit % by month. A three-month average line. Dips are easy to see. (client dashboard, names replaced)
- 4Which channels bring admits
Leads and opportunities by month. Paid, organic, and referral channels side by side. Opp % and admit % for each channel. (client dashboard, names replaced)
Talk through your project
A free call about your integration, your CRM or whatever you are stuck on. Honest advice, even if you never hire us. No obligation.