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Business Pilot’s recently updated dashboards give installers instant access to real-time data on how each individual area of their business is performing from lead generation through to gross profit.

The power upgrade of the installer CRM and business management tool, delivers a headline overview of each aspect of business operation, and makes it easy to pull out reports – instantly.

This includes a new Ops Dashboard, which pulls in details on sales, cash in the bank, through to balances outstanding, orders, invoices fitted value, costs and gross profit, each automatically updated with every new sale you make, job completed, or bill paid.

It also includes a new Marketing Dashboard, which allows you to track and compare the effectiveness of each campaign and individual marketing channel, helping you to identify which channels work best for your business.

New Sales and People & Sales Dashboards allow installers to understand the cost of acquisition of each lead and to track how it progresses, including the performance of individual members of their sales team. A Leads & Products Dashboard, also provides a headline overview of which products are selling and the source of leads.

“There’s no fluff”, explained Elton Boocock, Managing Director, Business Pilot. “Business Pilot records an immense amount of data about your business but that’s only useful if you can access it, cut it and understand it easily.

“We didn’t want to overwhelm people with too much information. Instead, and based on our direct understanding of what it takes to run an installation company, we’ve picked out elements of management data that are key to running an effective retail business and packaged them in a format which makes it easy to understand how your business is performing. This includes real time data against each of those indicators.”

Business Pilot was launched in 2019. The product of a collaborative project between Cherwell Windows and Thames Valley Windows, and a two-year development programme with their digital partners.

It mobilises the power of cloud-based technologies, giving installers complete visibility of each and every element of their operation from leads and conversions to job scheduling, cost of installation, service calls, and financial reporting.

It’s new Dashboard also pulls in data from Business Pilot’s new Status Progression Tool launched earlier this year. This allows installers to map their lead-to-contract or contract-to-delivery process, digitizing the processes they use every day.

“The new dashboard also gives you real-time data on the status of leads and contract pipelines”, continued Elton. “For example, one of the Status Dashboard doughnuts will show you how many leads in a month are sold, their projected value, or where they are in the pipeline e.g., quoted, quote followed up; demo booked etc.

“Another will show you the value of scheduled jobs; the value of jobs that have status as being surveyed or allocated to a surveyor.

“Each dashboard is designed to give you a practical snapshot of the information you need to run your businesses effectively and profitably, without creating any additional requirement for data input or making things complicated. It’s what you need to know, rather than what you don’t.”

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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