KPI and Pipeline Reports
Builds and sends clean weekly reports automatically.
In plain words
Monthly, quarterly and yearly results emails and leaderboards that build and send themselves. The recap deck that ate every Friday afternoon, gone.
On the whiteboard
How it connects
Your CRM and ticketing reports
the numbers you already keep
live results
Report builder
numbers, charts, a plain summary
a finished report
Email out
leadership, managers and reps
a copy kept
Archive folder
every past report, findable
Step by step
- 1
We list every recurring report you send today.
- 2
We rebuild each one to pull from live data.
- 3
We add a short written summary so nobody has to read a table.
- 4
They send on schedule.
- 5
We add a rewards or recognition note if you want one.
Where teams use it
Month end
The results email lands at 8am on the 1st with no one touching it.
Quarterly board update
Charts already built. You add two sentences.
Rep of the month
Automatic, fair, based on the same numbers everyone sees.
What you get
- Your reports rebuilt and scheduled.
- A summary format.
- An archive.
- The ability to edit them yourself.
Works with what you have
SSalesforceHHubSpotGoogle Sheetsn8nTTicketmasterGoogle Sheets
Honest limits
- It cannot report numbers that are not tracked anywhere.
- First month we run it side by side with your old process.