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LIVE DASHBOARD
Explore It Yourself
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Power BI transforms Leap CRM data into actionable dashboards that help sales, operations, and finance teams track lead progress, estimate approvals, and project statuses. With automated reporting and seamless integration, Power BI empowers home improvement businesses to close deals faster, optimise field workflows, and improve profitability.
KEY FEATURES
Lead Pipeline & Estimate Tracking from Leap CRM – Monitor deal stages, estimate values, and close rates across sales reps and regions
Project Scheduling & Workflow Insights – Analyse job timelines, approvals, and resource allocation to improve field team efficiency
Connected Sales & Operations Intelligence – Combine Leap CRM data with accounting, marketing, or ERP systems for a complete customer journey view
Automated Dashboards & Sales Alerts – Schedule reports and set alerts for stalled deals, overdue estimates, or missed appointments
OTHER DATA SOURCES
78% of new clients engage us for a second project within a year.
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U11002/1328 Gold Coast Highway,
Palm Beach, QLD, 4221, Australia