Overview

Teamleader Insights is a comprehensive reporting tool designed to empower small and medium-sized enterprises (SMEs) with data-driven decision-making capabilities. Integrated within the Teamleader Focus platform, it consolidates various business metrics into a unified dashboard, eliminating the need for multiple disparate tools. This integration ensures that businesses can access real-time insights into sales performance, team efficiency, and overall profitability, facilitating proactive management and strategic planning.

Features and Capabilities

• Ready-made Reports: Access a library of pre-built reports covering key business aspects such as monthly sales, time tracking per user, and returning customers. These reports are presented in clear, easy-to-read charts and data formats, enabling quick and informed decision-making.
• Customisable Reports: Tailor existing reports to meet specific business needs by adding or removing data, adjusting filters and sorting, and customizing columns and charts. Save these personalized reports for quick access whenever required.
• Report Exports: Export reports in Excel or CSV formats and share them via PDF or email, facilitating seamless communication and collaboration within the team.
• Interactive Reports: Dive into specific data points by selecting them within the reports. This feature allows users to explore details covering contact information, quotes, invoices, and more, aiding in comprehensive data analysis.
• Custom Fields: Incorporate personalized data into reports using custom fields, ensuring that the reports reflect unique business parameters and requirements.
• Report Sharing: Easily share reports with team members to ensure alignment and collaborative decision-making. This feature enhances transparency and fosters a unified approach towards business objectives.
• Advanced Insights Booster: Enhance reporting capabilities with the Advanced Insights Booster, which offers additional features such as sharing reports internally, visualizing data with conditional formatting, customizing metrics with formulas, and comparing data across time to track performance.