Solutions
One set of numbers everyone agrees on
Sales, operations and finance reporting from the same live data, in dashboards you can build yourself.
Outcomes
What changes in your business
No more month-end exports
Dashboards update as work happens.
Answers in minutes
Filter by date, person, team or pipeline.
The right view for each role
Executive, sales, operations and staff dashboards.
Decisions based on profit
Report margin, not just revenue.
Connected data
One record from start to finish
Because every stage lives in Toolbase, reports can follow a customer from first enquiry to final margin.
- Leads
- Quotes
- Deals
- Jobs
- Costs
- Commissions
- Dashboards
FAQ
Common questions
Can I build my own reports?
Yes. The dashboard and report builders are designed for business users.
Can I report on custom fields?
Yes. Custom fields can be used in reports.
Can reports be scheduled?
Yes. Reports can be delivered on a schedule.
Ready to replace disconnected software?
Get Toolbase configured around your business.