Reporting software your business can rely on
- Vital insights at your fingertips
- Data-driven decision-making
- Ready-to-use reports
No credit card needed
when you leverage insights
“I can’t see the big picture!”
With Teamleader Focus, you’ll always have valuable insights at your fingertips:
- All your data in one handy location. No need to export from multiple tools just to edit and analyse data. Access everything from a single platform, then draw the right conclusions and turn them into action ASAP.
- A crystal-clear view of business performance. Customisable reports reveal where you are and where you’re headed. Spot trends, optimise workflows, and allocate resources with ease.
- Actionable insights for every area of your business. Detailed reports help you identify potential issues in sales, team efficiency, billability, and more so you can fix them before they turn into problems.
“Should I listen to my gut?”
Teamleader Focus helps you make smarter, data-driven decisions to move your business forward:
- Leverage data to guide your decisions and approach the future with confidence. Don’t miss growth opportunities and stay ahead of the competition.
- Easily share reports with your team so that everyone is on the same page. Collaborate effortlessly towards the same goals.
“I spend too much time trying to make sense of the numbers.”
Teamleader Focus simplifies the analysis with automatic reports:
- Get clear, straightforward graphs and data in ready-to-use reports − no need to wrestle with complex calculations to understand your business. Spend less time crunching numbers and more time making improvements.
- Focus on what truly matters − profitability and long-term success. Aim high and turn your vision into reality.
Ask the question behind the chart.
Focus AI analyses your own deals, quotations and invoices. Ask how this quarter compares to last year and what accounts for the difference, and get an answer rather than a dashboard.
Our features at a glance:
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Ready-made reports
Explore a library of pre-built reports covering all aspects of your business: monthly sales, time tracking per user, returning customers, etc. Clear, easy-to-read charts and data make it easy to make smart, informed decisions.
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Customisable reports
Easily tweak existing reports. Add or remove data, adjust filters and sorting, customise columns and charts, then save your changes for quick access whenever you need them.
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Report exports
Export reports in Excel or CSV format and share them via PDF or email.
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Interactive reports
Select specific data points to dive into detail covering contact details, quotes, invoices, and more. Easily spot outliers, take action and make the most of the insights you gain with a Teamleader Focus account.
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Custom fields
Use custom fields to add personalised data and create reports that truly speak to your business.
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Report sharing
BoosterShare reports with your team effortlessly. Assign view or edit permissions to the right people and keep everyone on the same page.
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Data comparison
BoosterCompare report data across quarters, years, or other timeframes. Set benchmarks and track your business performance with clarity and confidence.
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Custom Calculations
BoosterYou can easily determine your own formulas and set what you want to measure. This way you always focus on the figures that are important to you.
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Conditional Formatting
BoosterMake important data stand out visually by adding a color to it. This makes it immediately clear which numbers require attention.
No credit card needed
Run your business from a single location
Teamleader’s winning formula? Your CRM, invoices, quotations, projects and insights all communicate with each other, meaning they complement and reinforce one another. For example, update your customer details and they’ll immediately appear correctly on your next quotation and invoice. And because everything’s in one place, Focus AI also knows what it’s all about. Ask a question about your customers, quotations or metrics and you’ll get an answer based on your own data. Now that’s neat!
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34,000 entrepreneurs can now back up their
gut feel with data
No credit card needed
The right KPIs shape the future of your agency
Does your agency have more than 20 employees? Then our powerful agency software is for you! Introducing Teamleader Orbit. Billability often ranks high on the KPI list, but it can be misleading. It tells you how many hours are billable but not the margins you’re making. It’s time to dig into your data to help your agency grow.
Zoom out for the big picture