Running a small business without the right data can feel a bit like driving at night with the headlights off. You’re making decisions, but you’re not always sure where you’re headed.
This is where reporting and analytics come in. With the right tools in place, you can see what’s really happening in your business – in real time – and make clear, confident decisions based on evidence, not guesses.
Automate your data collection
Manually tracking data from your sales, marketing, and client conversations is a slow grind – and it’s easy to miss something. Automating data collection means all your important info is gathered for you, without the manual effort. With Wattman AI, your CRM can do this for you behind the scenes – pulling in the numbers that matter, updating them constantly, and keeping things accurate and up to date.
Use dashboards for a real-time view
Ever wish you could see everything that’s going on in your business with one quick look? Dashboards make that possible. A good dashboard gives you a clear overview of your sales, leads, client activity, and more – all in one place, and all updated in real time. Instead of digging around in spreadsheets, you can open your dashboard and see exactly how things are tracking today.
Create custom reports that actually help you
Generic reports are like one-size-fits-all clothes – they never quite fit right. With Wattman AI, you can build reports that focus on the areas that matter most to you.
Want to understand your monthly sales trends? Curious about how clients are engaging with your emails? Need to see how your team is tracking on follow-ups? You can create reports that answer those exact questions, giving you targeted insights for smarter strategy.
Schedule regular reports to stay on track
Even with good intentions, it’s hard to stay on top of reporting. Life gets busy. That’s why automated report scheduling makes such a difference. You can set up regular reports – daily, weekly, or monthly – and have them delivered straight to your inbox. You (and your team) stay updated and aligned without needing to chase data down manually. Everyone gets the info they need right when they need it.
Transform your decision making process
Reporting and analytics don’t have to be complicated or overwhelming. When set up right, they give you clarity, reduce guesswork, and help you make better calls for your business. And with tools like Wattman AI, it’s easier than ever to get started.
Want to see how reporting and analytics can change the way you make decisions? Chat with Alison to see how we can help.
