CRM, lead flow and sales techniques · Sales reporting and dashboards
Check the numbers are real before you build a report that quotes them.
Data readiness is a check, report by report, of whether the figures behind it are complete, trusted and reachable without asking a gatekeeper. It covers the places your sales data actually lives, from billing software to WhatsApp, and ends in a go or fix list for every report you plan.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Data readiness is a check, report by report, of whether the figures behind it are complete, trusted and reachable without asking a gatekeeper. It covers the places your sales data actually lives, from billing software to WhatsApp, and ends in a go or fix list for every report you plan.
A distributor in Hubballi asks for a report of sales by salesman. Orders arrive on WhatsApp, invoices are raised in the accounts software on the accountant's PC, and the sales manager keeps a third record in Excel. The report is built, its rupee totals disagree with billing, and after the first review nobody opens it again.
The readiness check happens before any chart is drawn. The administrator, or the sales head if you have no administrator, fills a grid with one row per planned report, and the owner signs the go or fix verdict on each. It takes an afternoon of questions to the people who hold the data.
It replaces building first and discovering the gaps in the review meeting, where the argument becomes whose number is right. It follows the import and naming rules, which keep new data clean, and it comes before the report template, which decides what each report asks.
Where this sits
Topic 9 of 13 in crm, lead flow and sales techniques: sales reporting and dashboards. Reports and dashboards that lead to action.
- The topic before
- CRM setup and data
- The topic after
- Frictionless selling
If you want this done for you
You can see last month's sales and nothing about why it happened.
The work
What this is actually like.
“The gatekeeper test”
If the sales head must message the accountant for every figure, the report arrives late and then stops. Rate each source on a second question besides accuracy: can the person who needs the number get it alone, today, without asking anyone.
“Unreachable data is a decision”
A source that cannot be reached gets one of three answers written down: connect it, export it on a fixed day, or drop the report that needs it. Leaving it as a gap means the report gets built anyway on whatever was easy to reach.
“Fields collected for no report”
Reps fill in fields every day that no report reads. List them, and for each one either name the report that uses it or stop collecting it. The minutes handed back to selling are a better saving than any new dashboard.
“An order in a chat does not exist yet”
A confirmed order that lives only in a WhatsApp thread is invisible to every report. Decide who logs it, in which field and by when. Without that rule your numbers undercount exactly the customers who prefer to message.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
Data source map
Every place sales data lives: accounts software, Excel sheets, WhatsApp, the CRM, the diary, website forms. For each, the keeper, the number of records, the date last updated and whether it connects to the CRM.
Result: Finished when the owner can name the one source that wins when two of them disagree.
Readiness grid
One row per planned report. Columns for the source, trust from one to five with a one-line reason, reachable alone yes or no, the gap and the fix, and a verdict of go or fix.
Result: Finished when every row carries a verdict and every fix has a name and a date beside it.
One-month reconciliation
Take a closed month. Count and total the invoices in billing, count and total the won deals in the CRM, and write the difference. Both figures are your own, so the test is plain subtraction.
Result: Finished when the difference is zero or explained line by line.
Stop-collecting list and access fixes
Fields to retire, and the names of people who cannot see numbers they need, with the change that fixes each.
Result: Finished when each person on the report list can open their own figure without asking anyone.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How clean does the data have to be?
We keep everything in Excel. Is that a problem?
Should we hold all reporting until the data is clean?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of sales reporting and dashboards
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.