Revenue
Pipeline → Cash
See deals by stage, expected close, invoice status and actual collections – on the same spine.
Reporting & executive dashboards
Boardroom-Ready Dashboards
for the Real State of the Business.
IN ONE turns the work your teams actually do into clean, trusted dashboards – so leadership can see pipeline, collections, service load and time saved in one view, not ten spreadsheets.
Book a Demo
Built for weekly exec check-ins, board packs and strategy offsites.
What leaders can see at a glance
One place for the numbers that actually matter.
Dashboards aren’t “nice charts” – they’re a shared reality. IN ONE connects revenue, workload and experience into a single, trusted lens for decisions.
Time saved
Automation impact
Track hours freed per team as workflows go live – instead of guessing at “productivity”.
Customer
Experience & load
Monitor ticket volumes, response times and resolution rates by channel, brand or region.
Risk
At-risk money & clients
Surface overdue invoices, stuck deals and unhappy accounts before they hit the P&L.
Built for leadership, useful to teams
Different views, same source of truth.
Execs see the big picture. Managers see what to fix. Front-line teams see their next actions – all from the same underlying data.
CEOs & founders
“Are we winning, and why?”
High-level views of growth, profitability and operational leverage, without drowning in detail.
- Revenue, margin and collections on one canvas.
- Time saved vs headcount and budget.
- Top risks and opportunities flagged by data.
COOs & ops leaders
“Where is work stuck?”
Drill from summary widgets into queues, teams and workflows to see exactly where to intervene.
- Bottlenecks by team, product or region.
- Average time-in-stage and rework rates.
- Automation coverage across the journey.
CFOs & finance teams
“What’s real, and what’s wishful?”
Align sales optimism with collections reality – using the same dataset the front line uses.
- Forecast vs actual, by segment and channel.
- Ageing, promises-to-pay and bad debt trends.
- Impact of automation on cash collection speed.
The board view that kills spreadsheet fights.
IN ONE replaces multi-day “board pack week” with one governed view. Same numbers for everyone, pulled straight from the work your teams already do.
1 · Before IN ONE
Messy, manual board reporting.
Most teams burn days just getting to a pack the board can read.
- Too many tools: CRM, sheets, inboxes, WhatsApp lists per team.
- No single truth: revenue, churn and “active client” don’t match across decks.
- Board time wasted: half the meeting goes to “whose number is right?”.
2 · With IN ONE
One live spine for all the numbers.
Dashboards sit on top of client timelines, workflows and channels in IN ONE.
- Shared definitions: leads, opportunities, active clients and churn agreed once.
- Live activity: WhatsApp, email, web, tasks, invoices and collections in one place.
- Views not versions: board, exco and team views are just filters – not new spreadsheets.
3 · What you get
Faster decisions, less noise.
Your “board view” becomes a live control room for the business.
- Prep drops: board packs go from days of copy-paste to minutes of exporting.
- Clarity in one glance: pipeline, risk and time saved on a single, trusted screen.
- Better meetings: discussion shifts from checking data to deciding next moves.
Board prep
From “hell week” → a few clicks from IN ONE.
Data trust
One version of the truth for revenue, risk and churn.
Focus
Talk strategy, not spreadsheets.
From chart to conversation
Dashboards that tell you what changed – and what to do.
Because your dashboards sit on top of live workflows, every “why did this move?” question is a click away from the underlying activity.
Most reporting tools stop at the graph. IN ONE goes further: every trend is backed by client timelines, tasks, messages and automations you can actually open.
- Click from a KPI straight into the clients or deals that make it up.
- Filter by channel (WhatsApp, email, web), product, region or owner.
- See the impact of one workflow change on the full customer journey.
That means leadership meetings shift from “do we trust this number?” to “what change do we make next?” – with the data to back it up.
Questions
Reporting & executive dashboards in IN ONE.
Do we still need a separate BI tool?
Many teams find IN ONE covers the bulk of their operational and executive reporting needs –
especially where WhatsApp, workflows and client timelines are central. If you already run a
BI stack, we can integrate so IN ONE becomes the clean source for customer and operations data.
Can we customise dashboards for different leadership teams?
Yes. Finance, sales, operations and service can have views tuned to their priorities, while
exec and board views roll those into a simpler, high-level picture. The underlying definitions
and data stay consistent across all of them.
How often are dashboards updated?
Dashboards reflect live activity in IN ONE – new deals, messages, tasks, invoices and payments
update metrics continuously. For leadership, you can still pin “as at” snapshots for monthly or
quarterly reporting while keeping the live view available to teams.
What about data quality and governance?
Because dashboards sit on top of governed workflows and client timelines, you can see who
changed what, when and why. That makes it easier to trust the numbers – and to fix upstream
issues when you spot gaps or inconsistencies.
Want boardroom-ready dashboards that match the real work?
Book a 15-minute demo and we’ll show you how IN ONE turns your day-to-day workflows into clean, trusted reporting for leadership, finance and operations – all in one place.
