Dashboard

Dashboard and reporting

A comprehensive suite of reports allowing you to keep a track on everything from converted quotes to customer sources to call-backs.

These features allow you to set up your own personalised dashboard, giving you at a glance, an overview on how the business is operating on a day to day, a month to month, or even a year to year basis depending on your preference. You can monitor anything from sales to customer satisfaction, alerting you quickly and easily to any trends in your business, positive or negative. The reporting section allows you to measure all aspects of your business, from measuring the percentage of quotes you’re converting to seeing how many services you are due to carry out in the coming weeks or months.

Measure

If you want to improve your business, a great way to start is by measuring and tracking what you do.

Adjust

Make changes you need by looking at the stats on the Dashboard prepared automatically.

Performance

Streamline your business and increase your performance with the reporting tools.

Manage yourentirejourney

 

Our keyfunctionalities

 

Business snapshot

 

Showing your business in a simple overview, but also allowing you to look closer at the metrics. Should you want to drill down and see all the moving parts in live environment.

Quote conversion

 

“The Jewel in the crown” this statistic will show you a crystal clear picture of how many quotes you are actually winning against how many customer quotes you are doing.

Trending patterns

 

Reporting tools are a must have for any growing business, you will learn to spot a trend or pattern in the business before it becomes a problem, or compound what is already going great.

Ahead of the curve

 

Run a report on what type of appointments you have in the diary to see what sort of jobs you’re going to most often, allowing you to expand as required.

Core market

 

Through the reporting tool you are even able to see what location your customers are in on a map point, you might not be in the market you want to be, yet.

Marketing effectively

 

If you know everything about your current customer base, you can easily adjust and tailor your marketing and sales strategy to reach your target audience.

Book your demo

During the demonstration we will share a screen and give you a demonstration of the aspects of Surefire which you are most interested in.

What you’ll get from our demo:

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You can invite your colleagues to the screen sharing session.

demo2
We will give you a brief overview or an in depth demonstration.

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You will see the benefits and immediate savings that can be made.

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To start your 1 month FREE trial of Surefire call us today on 020 8639 4546