Print and share good-looking PDF reports
On GrowthWheel Online you can download visual PDF reports of all your work with clients and analytics that show the big picture.
Because the reports are in PDF you can easily email them to clients, colleagues, managers, or stakeholders. You can also use them in a presentation or upload them to any other CRM system you might be using for reporting.
If you are a manager you can also get reports with analytics of all clients and advisors in your organization or network.
What are you and your clients working on?
—PDF reports of all your work with clients
Your client's 360° Screening
What should your client focus on? Get a report of your client's 360° Screening
Your client's ambitions
What are your client's ambitions? Get a report of each client's ambitions and share it with your colleagues.
Each interaction with your client
When did you have an interaction with your client, and what did you agree to work on? Get a report for each interaction and upload it to your CRM-system.
Your client's decisions and actions
What are your client working on? Download your client's 30-60-90 Day Action Plan and bring it to the next meeting with your client.
Your client's results and achievements
What are your client's outcomes? Get a report of each client's results and achievements and upload it to your CRM system.
Get the big picture
—PDF reports with analytics of your work with clients
Analytics of all clients' decisions and actions
How many actions and decisions have your clients completed? Get a report of all clients' decisions and actions.
Analytics of your client portfolio
What types of clients are you working with? Get a report of your client portfolio by life stage, company size, and engagement time and use it for reporting.
Analytics for the entire organization or network
If you are a manager, you can see analytics of what the clients and advisors are working on, and get reports with aggregated data for the entire network or organization.
Analytics of all clients' outcomes
How many results and achievements have your clients accomplished? Get a report of all your clients' outcomes and share it with your manager or stakeholders.