Excel & PDF.

Any report, with its filters, exported as a workbook or a branded PDF.

How it connects

portal.yourcompany.com/admin

Integrations

Excel & PDF

Running

Any report

Excel + PDF

viaExcel & PDF

Filters captured

period, client, person

Summary sheet

headline numbers

One sheet per table

real, sortable numbers

Branded PDF

your logo and colours

Live simulation · illustrative data

Portal features it powers

Running in real builds

B2B marketing agency

Marketing & Creative

More in files, documents & sales.

Google Drive & Docs

Folder trees built per client from a template, Drive browsable from the portal.

Google Sheets

Config-driven automations and reporting sources.

PandaDoc

Proposals and signed contracts reconciled against the pipeline.

Calendly

Booked calls flowing into the sales lifecycle.

Thirty minutes to map what should happen automatically — and what your team should never have to retype again.