Foundation Reports
Numbers, without the spreadsheet.
A live analytical view of your entire book, pipeline, revenue, funnel, vendors, attribution, without ever exporting a row into Excel. Every figure updates the moment your CRM does.
The state of your book, live.
Everything a principal needs, on a single sheet.
Pipeline value at a glance
Every property on your books, priced and summed live. See what's under offer, what's live, and what's still to instruct, in real pounds, not stage counts.
Conversion funnel, honestly measured
Leads → Engaged → Viewings booked → Offers received → Completions. See where you leak, and by how much, without needing a data analyst.
Top vendors by pipeline
The five vendor relationships driving the majority of your revenue, ranked automatically. Prioritise their calls today, not next quarter.
Lead attribution, properly
By source, by type, by pipeline stage. Know which channel is producing offers, not just impressions.
Revenue won, 30-day rolling
A live line-chart of completed sales and lettings. A much better daily heartbeat than fees-in-the-bank statements.
One-click export
Every table on the Reports page can be pulled down as CSV, contacts, properties, offers. Take the numbers into your accountant's spreadsheet without touching a database.
The old way was a Monday-morning ritual. The Foundation way is a browser tab.
Before
Export CSV. Paste into Excel. Rebuild the pivot. Realise the source column changed. Try again on Tuesday.
Now
Open /crm/reports. Read it on your phone before you've had your first coffee.
The questions we're usually asked over the phone.
Do I need to configure anything?
No. The moment your CRM has a contact, a property or an offer, that record shows up on Reports. There are no dashboards to build, filters to save or widgets to drag.
Is the data live?
Yes: every number is queried live from the CRM on page-load. Nothing is materialised nightly. What you see is what your book looks like right now.
Can I share these numbers with clients?
Vendors and landlords see their own book in the client portal. If you want to share aggregate performance externally (e.g. to a board or a franchisor), export the CSV. A shareable PDF is on the roadmap.
How far back does the funnel look?
The funnel counts every contact, viewing, offer and completion in the tenant. The two line charts are 30-day rolling. Bespoke time-ranges are on the roadmap.