Operational visibility without disconnected reports.
Dashboards and reports built directly on Premier's operational data, no separate BI tool required.
Guided evaluation and rollout planning for your team.
Customer activity
Activity index · Eight example periods
Activity index is an illustrative scale from 0 to 100.
Make the signal large enough to understand and specific enough to act on.
Reporting reads the live workspace rather than a monthly export. Because sales, projects, requests and approvals share one data model, a dashboard can answer questions that normally span three tools.
What Reporting gives you.
Dashboards
Combine pipeline, delivery and operational metrics.
Reports
Ready-to-use reports across every module.
Filters
Slice by owner, region, customer type or period.
Scheduled exports
Send reports to stakeholders on a schedule.
Access control
Share reports at team or workspace level.
Audit view
Track important operational activity.
From signal to the record behind it.
A clearer way to run reporting.
Reporting means exporting three tools into a spreadsheet.
One dashboard reading live records across the workspace.
Numbers in a review meeting are contested.
Every figure drills through to the records behind it.
Reports are produced when someone has time.
Scheduled summaries arrive automatically.
Questions about Reporting.
Can I build my own dashboards?
Yes. Save any filtered view as a widget and arrange dashboards per team or role.
Can figures be drilled into?
Yes, every chart and total opens the underlying records.
Can reports be shared outside the team?
Share dashboards internally by role, schedule email summaries, or export to CSV.
How current is the data?
Dashboards read live records, so they reflect the workspace as it is now.
Let’s talk about how your team works.
Show us where your CRM and operations need to connect. We’ll help you work through the setup, migration and next steps.