Business information in one place, entered once
Good reports depend on the information behind them. We help you collect, store and organise it so that reporting becomes easier and more reliable.
Customer list: one version
| Customer | Jobs | Invoiced |
|---|---|---|
| Harlow Joinery | 6 | £7,420 |
| Penrose Dental | 3 | £4,115 |
| Wick & Tanner | 9 | £11,860 |
Example with sample data, for illustration only.
This might help if…
- The same customer, job or product details are kept in several spreadsheets.
- Different people have different versions of the same list.
- Information arrives by email or on paper and gets typed up later.
- Your systems don't talk to each other, so someone joins them up by hand.
What we can do
- One list instead of many
- Customers, jobs, products or staff kept in one place, so everyone works from the same details.
- Better ways of collecting information
- Simple forms and checks so information comes in complete and consistent, rather than tidied up later.
- Connecting the tools you use
- Your accounts software, CRM (customer list) or job system feeding your reports directly, instead of someone exporting and pasting.
- Somewhere sensible to keep it
- When spreadsheets are no longer enough, a properly organised store of information (a database) that your reports can read from.
With the information in one place, dashboards and reports become much quicker to build and easier to trust.
You can also share it safely with customers through a client portal.
Our example dashboard built from several systems shows what joined-up information makes possible.
What you end up with
- Each detail entered once
- No more competing versions
- Reports that are quicker to build and easier to trust
Words you might hear from us
- Database
- An organised store of information, a bit like a very well-behaved set of linked spreadsheets that stops duplicates and mistakes creeping in.
- Integration
- Setting two systems up so information passes between them automatically, instead of someone copying it across.
Guides on this topic
- How to make monthly reporting less manual
Why the monthly report takes so long, which parts can usually be automated, and how to start without replacing the spreadsheets you rely on.
Other ways we can help
Dashboards & reports
Turn pages of figures into a clear view of how things are going.
We can turn pages of figures into a single page showing the handful of numbers you actually keep an eye on.
Find out more about dashboards & reportsImproving existing reports
Make the spreadsheets and reports you already rely on quicker and easier.
If someone in your team spends every Friday copying figures between spreadsheets to produce the same report, we can often make that much quicker.
Find out more about improving existing reportsClient portals
Secure areas where your clients log in to see their own reports, data and documents.
Instead of emailing every client the same monthly report, give them a login where their latest figures, documents and invoices are always waiting.
Find out more about client portals
Show us what you're working with.
Send us a short note about the spreadsheets or reports that are taking up too much time. We'll arrange a friendly, no-obligation chat and suggest the simplest way to improve things.