Margin by cause, not activity by count
The reporting the incumbents make you export to Excel — in the base plan. Funnel by source and region, margin by cause, lifetime value by channel, and a plain-English question box so a new question never needs a developer.
Included · schedule ref M.01–M.10, N.07Enquiry to survey to quote to win, with drop-off split by channel and geography.
"Show me margin by crew last quarter" — no report-builder, no Excel.
Including reseals and referrals, where an expensive channel often wins.
Clean outbound feed to your BI tool. Your data, any time.