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Get real-time, business-wide reports from one platform, turning fresh data into immediate, actionable insights. Making complex decisions? Now, it's as easy as pie ... charts.
Transform raw data into actionable insights, spot trends, and anticipate issues. Make informed decisions, not guesses.
Always Real-Time Data
Track work-in-progress, monitor billable hours, and keep tabs on employee productivity - all in real-time. Make decisions based on what's happening now, not what happened last month.
Company-Wide Insight
Generate reports across sales, support, project, and finance operations, creating a holistic view of your business landscape.
Detailed Analytics
Create custom reports that align with your specific business requirements. Filter and drill down through reports to uncover trends and deep insights.
How Context Switching Leads to Lost Productivity
Use one platform for all tasks, from sales to support, and everything in between.
Collect use-case specific custom data and analyze it using any report.
One-click access to cross-department, real time reporting and insights.
See your business from a new perspective with real-time, customizable reports. Drill down into granular data, spot trends, and discover deep insights effortlessly.
Dive into details about tasks, events, projects, and support cases created, deleted, or edited. For example, discover who's making changes and when.
Analyze revenue by clients or monthly trends, ensuring accurate financial planning. For example, observe total revenue per client in a specified time frame.
Track project activities, statuses, budgets, tasks, and time/expenses. For example, see a breakdown of who logged time against specific project tasks.
Analyze product sales, lead activities, referrals, quote items, subscriptions, and commissions. For example, view the revenue for won leads for a specific employee.
Track support cases by category, status, employee, and client. For example, track the number of support cases per category along with details for each case, like last contact time.
Interrogate timesheets by day, project, activity, and employee. For example, track the number of hours each employee has worked on a particular project.
Forecast projected revenue for active leads for a given year. For example, see summaries for each month, each quarter, and the year based on the delivery date of the lead.
Analyze effectiveness of web forms and email deliveries. For example, monitor the number of submissions for each web form or track the delivery status of all sent emails.
Go beyond reporting with Smart Lists. Examine your entire WORKetc database and generate dynamic, custom lists of results that reflect real-time changes. True real-time, birds-eye coverage across every operational activity in your business.
Scenario: "Show me leads over $8000, from tech sector with open support tickets."Why? Prioritize support to help close potential high-value clients sooner.
Scenario: "Show me all ongoing Projects with overdue Tasks assigned to the 'Design' team."Why? Identify bottlenecks across specific departments and quickly redistribute work if needed.
When your business runs on WORKetc, data is automatically captured across every department, team, location and individual. Easily blend this data to build custom reports that reveal deeper insights and unexpected outcomes.
Unifying Project, Timesheets and FinancesFull visibility into project efficiency combining timelines, assigned tasks, and timesheet data with financial inputs like expenses and revenue. Track profit margin per project in real-time.
Blending All Activity Types and TimesheetsExamine productivity by aligning timesheet data with individual employee data. Track hours spent across tasks, performance against deadlines, and overall output at the team, department or individual level.
Integrating Support Cases and FinancesQuantify the cost of customer support on your bottom line. Analyze support case data alongside related financial expenses to pinpoint costly recurring issues and substantiate budget allocation.
Merging Leads, Employee Activity, and TimesheetsAnalyze your sales team performance by comparing lead activity with conversion rates. Track individual activities, time spent per lead, and link these factors to successful conversions.
Combining Sales, Finances, and CRMExamine the behavior and preferences of customers with a high annual spend. Draw insights on their purchasing patterns, project involvement, and financial contribution to your business.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.