Selected software for automated reporting

[nusaiba127]

They acted like this

1. Determined the company's needs

As with clients, we first analyzed the company's needs and compiled a list of the necessary documents:

Team and department reporting tables. This is where data is collected on specialists, projects and company departments.
A reporting table for all teams and departments. Contains data for the CEO, who monitors the work of all departments.
Summary document. This is directly management reporting for the board of directors.
All documents must include information about expenses and income in the past, present and future. The system must be as automated as possible so that we spend less time on reporting.

One of the tasks was to increase employee motivation. In addition, we had to take into account which specialists from internal departments (not from the project team) participated in providing services.

2. S

We tested different programs for reporting portugal consumer email list automation. We settled on Google Sheets with the integration of the JIRA task tracker and CRM, which we had used before: FreshOffice — for current clients, their invoices and acts, AmoCRM — for new clients.

We couldn't find any software that worked so well that you'd want to buy it. Developers, take note!

3. Collected data for the last 5 years

To obtain predictive financial reporting, we downloaded data from the CRM and collected information from old tables with reports. We got a huge array of disparate data for 60 months. It took 1.5 months to unify them and calculate the percentage of annual turnover by months and weeks.