What Reporting Hub does

Turn the spreadsheets you already have into live dashboards, then share them with customers, keep them updated in a portal, run projects, and get told when a number needs attention.

• Excel and CSV to dashboards

  Upload the spreadsheet you already export every week. Reporting Hub turns it into dashboards your whole team can trust, with bar, pie and donut charts, number cards, target gauges, tables, timelines and maps.

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• Client portal

  Stop answering "where are we on this?" by phone. Run your work on drag-and-drop project boards, then give each customer a private portal where they can follow progress, comment and reply. You decide exactly what they see.

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• Share dashboards with clients

  Replace screenshots and PDFs with a live dashboard your client can open any time. Share it with a link, protect it with an access code, or embed it inside your own website or customer portal.

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• White label client reporting

  Present results to every client on a page that looks like their own. Each organization gets its own logo, colors and fonts on dashboards, forms and the customer portal, and its data stays completely separate from everyone else's.

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• AI phone call reporting

  If you run an AI receptionist or phone agent, bring the call data into Reporting Hub. Call volume, cost and outcomes show up on live dashboards next to the rest of your numbers, ready to share with clients.

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• Alerts and targets

  Catch problems before a customer or your boss does. Set a target on a key number in your dashboard and Reporting Hub emails you the moment it is crossed. You are also notified when someone submits a form.

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• Project boards

  Manage work on drag-and-drop boards with stages, assignees, formatted descriptions, links, images and comments. Share a board with a customer and they follow progress in their own private portal.

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• Forms

  Build intake forms, inspections, request forms and checklists with sections, your logo, colors and dropdowns. Every submission lands in your reports, so nobody retypes paper forms into a spreadsheet.

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• Leads and pipeline

  Track every prospect from first contact to customer. Drag leads through New, Contacted, Qualified, Won and Lost, log calls and notes, and see the latest note at a glance.

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• Customers and sites

  One customer list with contacts, addresses, notes, files and every site or location you service, plus their projects and history. Before a call, your team opens one page and sees everything.

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• Map dashboards

  Add a map to any dashboard. Plot locations from addresses or from latitude and longitude columns in your spreadsheet, and see where the work, the customers or the issues are.

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• Automatic data updates

  New exports replace or update the old ones. Duplicates are removed so no record shows twice. Data can also flow in from other business systems, so nobody uploads files by hand.

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• Quotes and invoices

  Create quotes and invoices in the same place you manage customers. Turn a won lead into a customer and send them a quote without switching tools.

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