Reports & money
Numbers a client understands at a glance.
Client space health, team throughput and deals with a forecast. Build a client’s monthly report from live data and send it as a PDF.
What it does
- 01
Dashboards from databases
A chart or table from any database – embedded in a doc or pinned to an overview.
- 02
Deals
A pipeline of deals with value, probability and a forecast for the months ahead.
- 03
An honest zero
Reports show how much work was actually finished, not just how much was closed.
In detail
- Client space health
- Throughput and response time
- Deal pipeline and forecast
- Charts from databases
- Frozen export for a period
- Client report as a PDF
Work that ends at zero.
Start with one space for your tasks, docs and plan. Invite clients and teammates when you need them. Clients get access free.