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