Intelligence
Report on anything your business records
If it is stored in Toolbase, you can report on it. Build dashboards from KPI cards, charts, tables and funnels, filtered the way you need.
The problem
Reporting day means exporting and stitching spreadsheets
When sales, jobs and costs are in different systems, a simple question takes hours of exports and formulas. By the time the report is ready it is out of date.
How Toolbase solves it
Live dashboards from one set of data
Because leads, quotes, jobs and costs live in the same platform, Toolbase can report across all of them. Dashboards update as the work happens.
Capabilities
What you can do with Reporting
Dashboard builder
Create dashboards for any role or purpose.
Drag and drop widgets
Arrange and resize widgets to suit.
KPI cards
Headline numbers such as revenue, margin and pipeline value.
Bar and line charts
Trends over time and comparisons between groups.
Pie and donut charts
Share by lead source, job type or status.
Tables
Detailed lists you can sort and export.
Funnels
See where leads drop out between stages.
Leaderboards
Rank salespeople or teams on the measures you choose.
Date filtering
Any period, with comparisons.
User and team filtering
Look at one person, one team or the whole business.
Pipeline filtering
Report on one pipeline or all of them.
Industry-specific dashboards
Start with dashboards designed for your industry.
Saved reports
Keep the reports you use and return to them.
Exporting
Export data when you need it elsewhere.
Scheduled reports
Have reports delivered on a schedule.
Dashboards
A dashboard for every part of the business
Start from an industry dashboard, then change any widget, filter or layout.
Sales Dashboard
Won deals, conversion rate, average deal value and sales by user.
Marketing ROI Dashboard
Lead cost, cost per acquisition and revenue by lead source.
Job Profitability Dashboard
Quoted against actual cost, gross profit and margin by job.
Commission Dashboard
Commissions due, approved and paid by salesperson.
- Executive Dashboard
- Lead Source Dashboard
- Management Dashboard
- Operations Dashboard
- Staff Dashboard
Workflow example
Building a management dashboard
- Start from a template
Choose the dashboard closest to what you need.
- Add widgets
Pick KPI cards, charts and tables.
- Choose fields
Select the measures and how to group them.
- Filter
Set dates, users, teams and pipelines.
- Save and share
Save it for the people who need it.
Connected
Reporting works with the rest of Toolbase
By industry
How different industries use Reporting
FAQ
Reporting questions
Can I build my own dashboards?
Yes. The dashboard builder lets you add, arrange and filter widgets yourself.
What can I report on?
Virtually every appropriate field stored in Toolbase, including custom fields.
Can reports be sent automatically?
Yes. Reports can be scheduled for delivery.
Can different roles see different dashboards?
Yes. Dashboards respect permissions, so people only see data they are allowed to.
See Reporting configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.