Automate Your Reporting

You spend hours with gathering and importing data manually?

Are you manually creating your reporting?

Do you lack insight into your teams' and business's performance?

Revolutionize Your Reporting Workflow

Do you find the process of creating and managing your reporting to be time-consuming and stressful?

Explore the efficiency of our partially automated reporting solution, created in Make and SmartSuite.

This automated system simplifies your reporting on a monthly, quarterly, and yearly basis, offering significant time and cost savings.

This workflow is highly flexible and can be tailored to meet your unique business needs. It’s the ideal solution for businesses across various industries looking to optimize their operations.

Here Is What You Can Expect

From lead generation to task management and invoicing, it has everything you need to streamline your workflow, save time and money, and take your business to the next level.

Auto-Create Reporting

Clean and Easy

Analyze your Dat

Three Reasons Why You
Need This

Structure Your Workflow

This solution is designed to make your business life easier by streamlining your workflow. It simplifies the management of your reporting, and overall operations. And the best part? You can finally say goodbye to the worries of not having enough insight into your business performance.

Save Time and Money

This solution efficiently manages tasks that are typically manual, resulting in time and cost savings. Additionally, it mitigates the risk of errors, freeing up your time for other essential duties, and ensures prompt reporting.

Reduce your Stress-Level

It gives you a thorough insight into your business performance, giving you peace of mind. With this solution, you can let go of worries about missing out on reporting deals. Every detail is handled with care, allowing you to focus on what truly matters to you in your business.

The Power of an Automated Reporting

This solution is designed to meet the reporting needs of businesses of all sizes, and it’s particularly tailored for SmartSuite users with a suite of specialized features.

With this solution, you can put your focus on your work and business growth, without the usual hassles.

Furthermore, it ensures that your reports are consistently up-to-date and neatly organized with a standardized naming convention.

You’ll benefit from a clean and robust solution that effortlessly generates monthly, quarterly, and yearly reports.

Imagine you’re a CEO managing three sales teams and ongoing projects. This solution empowers you to stay on top of your performance effortlessly, eliminating the need to switch between tools, search for closed deals for a specific month, or manually create Excel reports.

To give you a visual sense, take a look at the image below to see the monthly reporting.

With a powerful automation with Make, the task of manually linking closed deals or paid invoices to their respective reporting months becomes a thing of the past.

Let’s illustrate the advantages with an example:

Imagine you manage three sales teams in a software company. Traditionally, when a sales representative closes a deal, you’d need to manually link that “won deal” to the appropriate month’s report. This process can be time-consuming and is susceptible to human errors.

Well, this task is effortlessly handled for you. When a sales representative successfully closes a deal, the system automatically associates it with the corresponding month’s record in your reporting.