Guides for better reporting
Practical answers to the reporting questions teams ask every day.
How to share a dashboard with clients
There are four practical ways to get a dashboard in front of a client. The right one depends on how private it needs to be and how often they will look.
Read moreClient reporting dashboard examples
A good client dashboard answers three questions fast: how are we doing, what changed, and what needs attention. Here is what to put on it.
Read moreKPIs for field service companies
You do not need thirty metrics. These few show where work is piling up and which customers need attention.
Read moreKPIs for solar operations and maintenance
Solar O&M reporting is mostly about tickets and lost production. These are the measures that keep owners informed.
Read moreHow to track work orders in Excel
A spreadsheet is a fine start for tracking work orders. Here is a clean way to set it up, and how to tell when it is holding you back.
Read moreHow to report on AI receptionist calls
An AI receptionist is only easy to justify if you can see what it did. These are the measures that matter.
Read moreHow to create a customer portal without coding
You do not need a developer to give customers a place to follow their project. You need four things.
Read moreDashboard vs report
People use the words interchangeably, but they do different jobs.
Read moreWhat is operational reporting
Operational reporting is about what is happening now: which jobs are open, which tickets are late, how many calls came in.
Read moreHow to automate weekly reports
If someone spends hours each week rebuilding the same report, it can almost always be set up once and refreshed.
Read moreReal estate KPIs
Follow a lead from first request to closing and you see where deals are won and lost.
Read moreHow to show customer locations on a map
A list of addresses becomes far easier to read on a map. Here is what your spreadsheet needs.
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