REPORTS & INTELLIGENCE
Custom Reporting and Dashboards are centralized, visual displays of your most important business data. We connect your separate business systems to create a single source of truth for performance. This turns scattered information from your CRM, marketing platforms, and sales tools into clear, actionable insights.
Your business data is siloed across different platforms like your CRM, ad accounts, and phone system. This makes it difficult to see the full picture, measure marketing ROI, or track sales performance accurately. Without a unified view, you are forced to make critical decisions based on incomplete information.
LATTICE solves this by building a connected reporting infrastructure. We integrate your disparate data sources, define your key performance indicators (KPIs), and present the information in easy-to-understand dashboards. This provides real-time visibility into every part of your business, from lead generation to final revenue.
First, we work with you to identify the specific KPIs that are most critical for measuring the health and growth of your business.
We integrate your CRM, advertising platforms, communication tools, and other business systems to create a unified data pipeline.
We design and build intuitive dashboards tailored to different roles, such as executive overviews, sales leaderboards, or marketing attribution reports.
We configure automated reports to be sent to key stakeholders on a daily, weekly, or monthly basis, ensuring everyone stays informed.
Your dashboards are dynamic. We help you review the data and refine your reports over time to answer new questions as your business evolves.
A law firm needs a high-level view of new cases, marketing spend, and attorney performance. We build an executive dashboard that pulls data from their CRM, advertising platforms, and case management system into a single, real-time view.
A B2B company struggles to track lead progression and forecast revenue from its sales pipeline. We create a custom sales dashboard showing pipeline stages, deal velocity, and close rates, giving managers the insight to coach their team.
A home services contractor wants to know which advertising channels generate the most profitable jobs. We build attribution reports that connect ad clicks, calls, and form fills to booked appointments and final revenue in their CRM.
We can integrate with most modern business systems, including CRMs, marketing automation platforms, advertising accounts, phone systems, and payment processors. We use a combination of native integrations, APIs, and webhooks to connect your technology stack.
Yes. While CRMs have built-in reporting, our custom dashboards consolidate data from multiple systems, not just your CRM. This provides a complete picture of your business, from initial ad click to final sale and beyond.
Absolutely. We often build role-specific dashboards, such as high-level executive dashboards, detailed sales manager reports, and marketing campaign performance views. Each dashboard is tailored to the specific needs and goals of the user.
Data update frequency depends on the connected systems and your business needs. Many dashboards can be configured for real-time or near-real-time updates, while others might refresh on an hourly or daily basis.
Not at all. The entire purpose is to make your data simple and accessible. We design the dashboards to be intuitive and easy to understand for any business user, regardless of their technical background.
Tell us how your business runs today and what you need. We will reply with a clear plan.
Part of Reports & Intelligence on the services overview.