Installation Company ERP / CRM

Feature Focus: Management Dashboards & Exports

Let’s get visible

Business Pilot collects all the information about your leads and customers, so that your business can run more smoothly, and efficiently. But this data also means you can have complete clarity over the performance of your business. The Management Reporting features can show you the key information you need, whenever you need it.

Business, Managed

For business owners, managing directors and branch managers the management dashboards and reports are a game-changing feature. Where previously they may be sifting through paper files, chasing finance people for updates or spending hours inputting figures into spreadsheets, now they can review business performance at the click of a button. And they love it!

Management Information Dashboards

Within the Management Information (MI) section of Business Pilot, we have built a range of dashboards to give quick and clear overviews of key areas of performance.

Within the Sales Dashboard, you can see the performance of each of your sales team, sales area performance and a section that compares target figures with actuals in a simple table. There are options for the dashboard to present the information in a grid, or in a graph. There’s even a sales heatmap feature…and who doesn’t love a heatmap!

The Leads & Products Dashboard reports on your lead sources, product type or interest and you can also see a pipeline by lead source report where you can monitor the ‘lifespan’ of leads from different sources.

The Status Dashboard shows the progress of all jobs within the system, working from pipelines within your Status Progression set-up. This dashboard can report by numbers or value with the click of a button and each report is easily filtered by User too.

The Ops Dashboard gives you the up-to-date figures you need. From sales to outstanding balances and everything in between, so you always know where the finances are, without need to log-in to your finance package.

In the Marketing Dashboard, you can clearly see Lead Source vs. Sales won so you can identify the marketing channels that give you the best ROI.

Management Exports

Every management dashboard can be easily filtered by customer type, specific dates, or periodically – in weeks, quarters, months or years, so you can compare performance as you need to.

Every report on the dashboard also features a download button, so you can download the .csv file of your information if you need to distribute, store or print it outside of the Business Pilot system.


Even Down to the Smallest Feature

Purchase Control

See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs


Sales Process Management

Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process


Service History

Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts


Web to Lead Integration

Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract


Management Dashboards & Exports

The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business


Installers Connected

Installers get their own App, which receives jobs automatically from the schedule board. Their notes and photos are uploaded through the App to the right contract


Document Templates

Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract


Deliveries Due

Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract


Interactive Scheduling

See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App


Financials Connected

Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package


Quick Convert to Contract

Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract


Contract Management

Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.



Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents


Certification Scheme Links

Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately


Connects to your Other Tools

Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more


Stock Management

Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility


Status Progression

Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience



Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system


Branch & Group

Get a complete overview of your multiple sites or showrooms with our branch feature. Or, choose Group to monitor what's going on across a number of companies



Working independently of the interactive schedule board the diary is designed to give visibility of where everyone is at any one time, making it easier to book new appointments and meetings


Zapier Integration

Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier


Try Business Pilot for Free

As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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