Watch a 75-second operations demo using Aspire data. Aspire is one example; we'll confirm support for your own systems and sources during the review.
Request your 30-minute multi-location reporting review.
What happens after you submit. We’ll follow up to arrange a 30-minute call about your locations, systems and reporting needs. No report upload is needed.
A plan for your data. We’ll discuss your locations, systems and the shared definitions your team needs to compare performance.
One report and its next step. Identify a useful first report, the data to validate and any follow-up workflow to scope. Implementation is agreed after discovery.
A clear proposal. Agree the scope, implementation and pricing before committing to a rollout.
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See which locations need attention—and why
Bring revenue, cost and margin into one review using supported operations, accounting and budget sources. Agree common definitions before comparing locations; earned revenue and invoiced revenue measure different things.
Compare estimated and actual hours by location, job, service or period where available. Inspect the supporting time records and account for overtime, job status and incomplete periods.
Review receivables differences caused by timing, customer matching, payments and credits. Surface exceptions for finance to investigate before customer follow-up. The report does not automatically change accounting records.
Map your existing KPI workbook or location review to supported sources. Identify missing inputs and validate one location and period against accepted figures before expanding.
Use Analytics to surface an exception, Chat to investigate it and a configured Workflow to route the agreed follow-up. Start with one internal review process and define ownership, access and approvals.
Define who builds reports and who needs the results. Agree training, a second owner and refresh or delivery requirements. Location filters organize a view; they do not by themselves restrict access to underlying data.
Your multi-location reporting questions, answered
No. Aspire-based operations are one example. We start with the decisions your locations need to make and the operations, accounting and spreadsheet data behind them. We verify source coverage, permissions and refresh requirements for your systems.
Your proposal defines the reports, connected systems, Analytics, Chat and Workflow capabilities, user roles, usage, implementation, training and support. Builder and viewer permissions are scoped separately.
We agree the reporting period and business definitions, then compare totals and sample records with a report your team trusts. Missing data and unmatched records remain visible. AI-assisted reporting still requires checked data and sound business logic.
We review access by audience, location and entity before rollout. The supported sharing and permission design must meet your requirements; a report filter alone does not restrict access to the data.
Data freshness depends on the source and configured refresh schedule. Analytics reads source data. Separate Chat and Workflow actions require configuration, source permissions and agreed approvals. A reporting connection does not authorize financial postings or customer messages.
Pricing depends on your team, connected systems and reporting and automation needs. We’ll provide a proposal covering scope, implementation and pricing before you commit.
We’ll follow up to arrange a 30-minute conversation about your report, systems and users. Together we’ll identify the first useful report and next steps. Implementation scope and delivery timing are agreed after discovery.
A recurring business question and the names of your systems are enough to start. If available, bring a sample report and someone who understands your source data. No production-data upload is required for the first conversation.
Start with one reporting question.Let’s map the next step.