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Let’s get you up and running with data from Teamleader Focus

Modules

  • Financial reporting
  • Operational reporting

Category

  • CRM

Teamleader Focus

The integration

BrightAnalytics centralizes all financial and operational data in one single platform, and allows you to endlessly combine these numbers to gain real-time insights into the finance and business performance of your organization.

BrightAnalytics transforms the data of Teamleader Focus and other source systems into clear and interactive dashboards, graphs and reports, and creates a visual layer on top of your financial and operational data. The powerful visualizations allow you to gain valuable insights and to make efficient, well-founded strategic decisions.

In BrightAnalytics, all financial and operational reports are immediately available:

And much more!

About Teamleader Focus

Teamleader offers two software products: Teamleader Focus and Teamleader Orbit.

Teamleader Focus is an online CRM-, project- and invoicing system that enables you to easy manage your customer database, projects and billing. Teamleader Focus offers the following features:

  1. Manage customers
  2. Draw up quotations
  3. Manage projects
  4. Track time
  5. Create invoices
  6. Receive payments
Discover our Teamleader clients
“The data is visualized in clear cash flow reports, and gives both management and shareholders a continuous insight into the financial performance of the company.”
– Philippe Van Den Bossche, CFO Services Manager (VGD)
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The three reporting modules of BrightAnalytics

Financiële rapportering PL dashboard BrightAnalytics

Financial reporting

Centralize all accounting systems on one powerful reporting tool, and optimize the most difficult financial processes like consolidation.

Thanks to the extensive automation, the finance team always has all the figures to hand.

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Cash reporting - cash forecast

Cash reporting

Gain insight into all cash movements. Approach the short-term cash position and spot long-term trends that may be of great strategic importance.

A daily refresh of your cash position and maturity balances will give you a quick-win every day.

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Operational reporting - sales and margin reporting

Operational reporting

Centralize all operational and financial data in one common reporting tool.

Combine these numbers endlessly to arrive at the most inclusive insights. From sales and margin reporting to HR and billability reporting.

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Connecting valuable data

BrightAnalytics already connects with more than 120 applications, and is creating more all the time! Didn’t find your connector? Let us know and we’ll get right on it!