What you can do
To steer by numbers without a parallel spreadsheet.
Key KPIs
Revenue, margin, outstanding, overdue, quote conversion, recurring revenue.
Comparisons
Period over period, by member, by client segment.
Visualizations
Interactive area/bar/donut charts with drill-down.
Exports
PDF for board reporting, Excel for analysis.
How it works
Pick the period → consult → export.
- 1
Pick the period
Month, quarter, fiscal year or free range.
- 2
Filter
By member, client segment or service type.
- 3
Export
Branded PDF or Excel for deeper analysis.