Account Management

One version of the truth for account reporting

Monthly client packs took days to assemble by hand. Now they build themselves.

Data & insightReporting
saved per account each month
3 days
of packs from one data source
100%

The challenge

Each account team pulled data from different systems into spreadsheets, which made reporting slow and inconsistent.

What we did

We built a shared data model and a standard dashboard set, then automated the client pack so it is generated from the same source.

The outcome

Account leads now spend their time on insight rather than assembly, and clients receive consistent reporting.

Solution usedOps Pulse DashboardsLive operational dashboards for every Managed Services account.

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