Solutions
Data and intelligence systems: first, make the numbers agree
Ask three of your tools how many jobs you completed last month and you'll get three answers. Each system in this family starts by settling on one number everyone uses, then puts it to work in reports, dashboards and answers to new questions.
Three tools, three answers
None of them is broken. Each is counting something slightly different, and nobody wrote down which one the business means.
ToolSaysBecause
CRM46It counts deals marked won in September, including five jobs not done yet.
Scheduling44It counts visits marked complete, including three warranty callbacks.
Accounting38It counts invoices paid in September; three were paid in October.
All three are right about something. The agreed answer is 41, and the work is making sure every report says 41.
Four questions, eight systems
Each question rests on the one before it. Systems that answer “why” are only as good as the ones that make the numbers trustworthy.
01Can we trust the numbers?
02What happened?
03Why did it happen?
- Analytics PlatformIn-depth pageExploration on one governed model, for questions that aren't on a schedule.
- Revenue IntelligenceIn-depth pageConnects spend, pipeline and revenue to explain commercial results.
- Customer IntelligenceIn-depth pageOne view of each customer across jobs, payments, service and contact.
Each question rests on the one before
Where most businesses start
Automated Reporting
If a report is rebuilt by hand every week
The fastest visible win, and it builds the pipeline and definitions everything else will use.
Data Unification
If the same customer lives in three systems
Settle identity first; every later number depends on counting each customer once.
Executive Dashboard
If leadership asks the same questions every week
Define those few numbers, show them with their freshness, and the meetings get shorter.
Related pages
Built from
Make your numbers agree first
Tell us which reports and dashboards disagree today. We'll show you where the disagreement starts and what we'd fix first.