Unlock the power of your Attio data with clear, actionable insights
Build bespoke dashboards, reports and views that offer real-time, rich and highly-valuable insights into your business performance
Approved Attio CRM Expert
Want to utilise Attio's reporting capabilities?
We’re ready to help you build your reporting setup utilising the capabilities of Attio CRM. Contact us today for an initial consultation.
Want comprehensive, robust and reliable reports on your sales and business performance?
Your CRM holds a treasure trove of information, but without effective reporting, it’s just raw data. Many businesses struggle to translate this into meaningful insights, leading to missed opportunities, unclear performance metrics, and decisions based on guesswork rather than facts. Even with all of Attio’s data enrichment and automation capabilities, insights still might not be easy to access.
We help you transform your Attio data into a strategic asset complete with crystal clear insights. We design and implement custom reporting dashboards that cut through the noise, providing a crystal-clear view of your sales performance, pipeline health, and customer engagement. Our focus is on making your data accessible, understandable, and directly actionable for revenue growth.
Why Sideways?
Actionable Insights
We don’t just build reports; we create systems that deliver clear, strategic insights. We translate complex data into simple, digestible visualisations that empower you to make smarter, faster business decisions.
Customised Dashboards
Your business is unique, and so are your reporting needs. We design bespoke dashboards tailored precisely to your key performance indicators, ensuring you track what truly matters for your commercial success.
Data Integrity
Reliable reports start with reliable data. We work with you to ensure your underlying Attio data is clean, consistent, and accurately mapped, providing a solid foundation for trustworthy analytics.
Commercial Focus
Every report we build is designed with your revenue goals in mind. We help you identify trends, pinpoint areas for improvement, and maximise the commercial potential hidden within your sales data.
Attio Migration FAQs
What kind of reports can you build in Attio?
We can build a wide range of reports tailored to your specific needs. This includes sales pipeline analysis, team performance dashboards, lead source tracking, customer success metrics, activity monitoring, and much more. Our aim is to provide clarity on every aspect of your sales and relationship management.
How do you ensure the accuracy of the data in the reports?
Data accuracy is paramount. We work with you to establish best practices for data entry, ensure seamless integration between Attio and other tools, and meticulously map your information. Clean data at the source is key to generating reliable and trustworthy reports.
Is this a one-off setup or an ongoing service?
It can be both. We can undertake a dedicated project to design and implement your initial reporting dashboards. Alternatively, reporting optimisation can be an ongoing part of our Workspace Optimisation service, where we continuously refine your reports and provide proactive guidance as your business evolves.
Do I need a specific Attio plan for advanced reporting?
Absolutely. We specialise in connecting Attio with your wider tech stack. Through clever integrations, we can pull relevant data from other platforms into Attio, allowing you to create comprehensive reports that provide a holistic view of your operations.
What's the cost for reporting services?
The cost depends on the complexity and scope of the reporting dashboards you require. For a dedicated project, we’ll provide a fixed fee after understanding your specific needs. If it’s part of ongoing support, it falls within our Workspace Optimisation retainer, typically ranging from £500 to £1,000 per month.
Need Other Services?
We support clients with every aspect of Attio CRM, including migrations, workspace optimisation, GTM strategy, integrations, and more.
Got More Questions?
Every business’ needs are unique. If you’re unsure how to approach your business’ CRM challenges, or want more bespoke advice, book an initial consultation today.
