Let's build reporting systems that let your Revenue Leaders take truly better decisions.

Reports that collect dust aren’t helping anyone. Your sales and revenue leaders need real insights: clear, actionable, and actually useful. We build reporting systems that cut through the noise, helping your team make smarter, faster decisions (without drowning in spreadsheets). Let’s turn data into a growth engine.

Meet Our Reporting Experts

If your reporting stops at closures, you're flying blind. Growth isn’t a funnel—it’s a lifecycle. To scale, you need a customer-centric data model with KPIs across the journey—so your revenue engine moves as fast as your market.

Help me build my Reporting

Sales KPIs

Marketing KPIs

Time-based Metrics

Uploading cold accounts in HubSpot

Using HubSpot extension in mandatory

Total number of leads generated by marketing team (by channel)

How much are we spending on each channel and and Cost per lead.

Correlated - Marketing leads to total partners live or money made.

Total time required to move these leads to MQL stage.

Time it takes to make first connection with a target account

Sales KPIs

Uploading cold accounts in HubSpot

Using HubSpot extension in mandatory

Marketing KPIs

Total number of leads generated by marketing team (by channel)

How much are we spending on each channel and and Cost per lead.

Correlated - Marketing leads to total partners live or money made.

Time-based Metrics

Total time required to move these leads to MQL stage.

Time it takes to make first connection with a target account

Sales KPIs

Marketing KPIs

Time-based Metrics

How many companies are you reaching out to. (tracked via extension, in case of LN they do it manually)

Total number of positive conversations with Target accounts.

Total number of MQL generate (or converted from leads) by marketing team (by channel, campaigns and spent)

Overall quality of MQLs given to sales team.

Landing pages/website pages/downloadable collaterals contributing to MQL conversion

Total time required to move these MQLs to New business meetings.

Time required to book a new business meeting with a target company.

Sales KPIs

How many companies are you reaching out to. (tracked via extension, in case of LN they do it manually)

Total number of positive conversations with Target accounts.

Marketing KPIs

Time-based Metrics

Total time required to move these MQLs to New business meetings.

Time required to book a new business meeting with a target company.

Sales KPIs

Marketing KPIs

Time-based Metrics

Number of new business meetings with outcome (They should also have targets for this)

Total new business meeting booked. (by contacts or companies)

Outcome of 'net new business meetings' - Completed, Reschedule, No Show

% of new business meetings get stuck in the sales funnel.

Total number of SQL generated in the their market.

Segmentation of these SQLs by market, corridor, sales team.

How many SQL were influenced by the marketing efforts.

Sales feedback on MQLs

Lead status on MQLs

MQL >> SQL Conversion Rate

Time taken for new business meetings to move to SQL stage.

Time taken to generate SQLs

Sales KPIs

Number of new business meetings with outcome (They should also have targets for this)

Total new business meeting booked. (by contacts or companies)

Outcome of 'net new business meetings' - Completed, Reschedule, No Show

% of new business meetings get stuck in the sales funnel.

Total number of SQL generated in the their market.

Segmentation of these SQLs by market, corridor, sales team.

Marketing KPIs

How many SQL were influenced by the marketing efforts.

Sales feedback on MQLs

Lead status on MQLs

MQL >> SQL Conversion Rate

Time-based Metrics

Time taken for new business meetings to move to SQL stage.

Time taken to generate SQLs

Sales KPIs

Marketing KPIs

Time-based metrics

Total number of Opportunities generated. (TimeGraph)

Approximate volume of pipeline.

Weekly / Monthly / Quarterly forecasting of pipeline

Total deals pushed / pulled - Weekly, Monthly, Quarterly

Avg. pipeline size & deal velocity by rep / geography / product / service

Marketing Attributed pipeline - volume & size

Channels that impacted the most in pipeline

Dark funnel mapping to pipeline (Where did you get to know about us?)

Avg. pipeline size & deal velocity by channel / geography / product / service

Weekly / Monthly / Quarterly forecasting of marketing attributed pipeline

Total marketing-led deals pushed / pulled - Weekly, Monthly, Quarterly

Time spent in each stage.

Time spent to convert based on deal size

Time spent to convert based on geography

Time spent to convert based on product

Time spent to convert a sales-led opp to convert

Time spent to convert a marketing-led opp to convert

Sales KPIs

Total number of Opportunities generated. (TimeGraph)

Approximate volume of pipeline.

Weekly / Monthly / Quarterly forecasting of pipeline

Total deals pushed / pulled - Weekly, Monthly, Quarterly

Avg. pipeline size & deal velocity by rep / geography / product / service

Marketing KPIs

Marketing Attributed pipeline - volume & size

Channels that impacted the most in pipeline

Dark funnel mapping to pipeline (Where did you get to know about us?)

Avg. pipeline size & deal velocity by channel / geography / product / service

Weekly / Monthly / Quarterly forecasting of marketing attributed pipeline

Total marketing-led deals pushed / pulled - Weekly, Monthly, Quarterly

Time-based metrics

Time spent in each stage.

Time spent to convert based on deal size

Time spent to convert based on geography

Time spent to convert based on product

Time spent to convert a sales-led opp to convert

Time spent to convert a marketing-led opp to convert

CS KPIs

Time-based Metrics

Time to First Value (TTFV)

Onboarding Completion Rate %

Adoption Rate %

Support Ticket Volume & Resolution Time

Customer Health Score (High, Medium, At risk)

Days from go-live to first measurable value delivery

% of customers completing onboarding within X days

% of key features/tools adopted within the first X days/weeks

Avg. number of tickets in first X days and avg. resolution time (in hours/days)

Score based on product usage, support tickets, and engagement over X days

CS KPIs

Time to First Value (TTFV)

Onboarding Completion Rate %

Adoption Rate %

Support Ticket Volume & Resolution Time

Customer Health Score (High, Medium, At risk)

Time-based Metrics

Days from go-live to first measurable value delivery

% of customers completing onboarding within X days

% of key features/tools adopted within the first X days/weeks

Avg. number of tickets in first X days and avg. resolution time (in hours/days)

Score based on product usage, support tickets, and engagement over X days

Sales KPIs

Marketing KPIs

CS KPIs

Time-based Metrics

% of expansion opportunities created in existing customers

% of upsell and cross-sell deals closed

% increase in avg. deal size from expansions

Total revenue coming from existing customers

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to sales

% of existing customers engaging with marketing campaigns

% of inbound expansion inquiries from existing customers

Pipeline influenced by marketing in expansion deals

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to marketing

% of existing customers indicating interest in expansion

% of customers adopting additional features post-expansion

% of customers showing improved health scores post-expansion

Customers with increased product usage post-expansion

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to CS

Avg. time from expansion opportunity creation to close

% of customers engaged in expansion conversations within X months

Avg. time from expansion discussion to revenue realization

Avg. time to first upsell conversation post-go-live

% of customers retained and expanded over X months

Sales KPIs

% of expansion opportunities created in existing customers

% of upsell and cross-sell deals closed

% increase in avg. deal size from expansions

Total revenue coming from existing customers

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to sales

Marketing KPIs

% of existing customers engaging with marketing campaigns

% of inbound expansion inquiries from existing customers

Pipeline influenced by marketing in expansion deals

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to marketing

CS KPIs

% of existing customers indicating interest in expansion

% of customers adopting additional features post-expansion

% of customers showing improved health scores post-expansion

Customers with increased product usage post-expansion

Net Revenue Retention (NRR) & Gross Revenue Retention (GRR) attributed to CS

Time-based Metrics

Avg. time from expansion opportunity creation to close

% of customers engaged in expansion conversations within X months

Avg. time from expansion discussion to revenue realization

Avg. time to first upsell conversation post-go-live

% of customers retained and expanded over X months

Great reporting should drive clarity. To achieve that, we unify GTM efforts, make your CRM the single source of truth, and build an iterative cycle where reporting fuels strategy—so your dashboards don’t just track the past, they guide your next move.

Yes, build my reporting systems

Eventually, you achieve a data-driven control & clarity on your entire customer journey.

Bird’s eye view to track growth.

Get a custom dashboard that helps you track month-on-month / quarter-on-quarter growth. Compare it with previous periods, forecast your revenue, and double down on your top customers and campaigns.

Identify trends why you’re winning and rectify reasons for losing revenue. Take pre-emptive action and always be a step ahead of your competitors.
Track the overall health of your funnel.

Still relying on generic funnel stages like Lead>MQL>SQL>Customer and making it hard for your business stakeholders to adopt the language? We customize your funnel to your business needs and enable you to start tracking personalized funnels for your business model.

This way, you can monitor lead engagement and activity fluctuations at each stage of the funnel and pinpoint where opportunities are heating up or cooling down. And detect any gaps and plug them in the first instance to keep your funnel airtight.
Close the loop between Sales/Marketing and revenue.

We make it easy for you to track customer journeys and match closed revenue (Won/Lost) to the source. We help you make data-driven decisions by integrating your website, your CRM, and your marketing apps to view the data you need, where you need it most.

We deploy standardized playbooks to help you track the performance of your online (ads, SEO, outreach), offline (roadshows, events etc) & even complex (sales connections) demand gen sources to enable you to scale and optimize what matters.
Help you drive performance management efficiently.

We assist you to track everything – your conversations, activities, sales efforts, and closures. This drives a complete overview of your sales operations on a single dashboard with crafted HubSpot dashboards.

Easily identify the areas where your team needs help- and providing right coaching with data driven recommendations - before it’s too late.

Which activities are differentiating the high and average performers?

What communication channels are your best performers using?

Are you talking to enough companies to meet your revenue goal?
Sales forecast you can confidently present to your board.

We guide you to chart out how the upcoming quarters should look for your North Star metrics. This aids in tracking your future revenue and predicting your pipeline with custom dashboards. See trend lines across teams, regions, and even products.

We enable you to extract insights from this forecast report to help you make the right adjustment- so that you spend time on the right problems to fix.

See why your forecast is changing and where with waterfall reporting.

See how your forecast changes over time with Sales Trends Analytics.

Get a historical record of pipeline changes with daily snapshots.

Navigate to the right course of action if your forecast is not aligned.

Make the right choices with a holistic picture of your efforts.

Relatable? We should definitely talk.

All that we’ll cover when we speak:

What key performance indicators (KPIs) do you rely on most, and do you have real-time visibility into them?
How accurate and reliable is your Revenue forecasting, and what challenges are impacting predictability?
Do your current reports provide clear, actionable insights, or are you spending too much time piecing together data?
How to align your dashboards and reports with the way your teams make strategic decisions
What would "wins" look like for you