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Core module

Reports & Analytics

You can't improve what you can't measure. Simplify gives you dashboards across sales, operations, finance, and HR — all live, all drillable, all exportable.

What's inside

Everything you need — in one module.

Executive dashboard

Revenue, gross margin, receivables, cash position, new customers, churn — live.

Operations dashboard

Technician utilisation, jobs per day, first-time fix rate, SLA breach rate.

Sales dashboard

Pipeline by stage, win rate, average deal size, rep performance vs quota.

CX dashboard

CSAT, NPS, complaint volume, repeat-purchase rate, Google review average.

Scheduled exports

Weekly reports to your inbox. CSV + PDF + Google Sheets sync.

Custom reports

Build your own views. Drag dimensions and measures. Save and share with the team.

The problem

What hurts today.

Every Monday, your ops manager spends half a day collating Excel from four systems. By the time the number is ready, it's out of date.

Our solution

How Simplify fixes it.

One platform, live numbers, drillable dashboards. Monday mornings free up.

Ships out of the box

You get these the day you go live.

Executive dashboardWeekly ops digestCustom report builder