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1,309individual product & service scopes

40core app demo entries

1269planned scopes · clearly marked

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Business files, reports, website kits and configurations.

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Filters cover the whole catalogue. Listed platforms and integrations describe the intended scope; support must be confirmed before delivery. Pricing models describe the proposed offer, with charges agreed in its scope.

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30 matching listings · 1 filter

Illustrative flow: Permitted enquiry and deal stages → Map stage definitions and identify stale or unowned pipeline items → The sales owner can see where enquiries and deals are stuck.

Planned

Dashboards & Reporting Packs

Sales & Pipeline Review

The sales owner can see where enquiries and deals are stuck.

Across business types

Stage definitionsOwner and ageing fieldsStalled-deal exceptions

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Sales visibility.

Proposed scope only. This listing is not an available app, download, connected integration or service booking. Deliverables, access, compatibility, price and acceptance checks must be agreed before delivery.

Input: Permitted enquiry and deal stages
Action: Map stage definitions and identify stale or unowned pipeline items
Outcome: The sales owner can see where enquiries and deals are stuck.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Permitted enquiry and deal stages. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Stage definitions
Owner and ageing fields
Stalled-deal exceptions

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Agreed invoices, due dates, balances and collection owners → Apply documented ageing buckets and show overdue follow-up responsibility → Finance can review overdue balances and the assigned next follow-up.

Planned

Dashboards & Reporting Packs

Collections & Ageing

Finance can review overdue balances and the assigned next follow-up.

Across business types

Ageing bucket definitionsOverdue owner mappingBalance reconciliation

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Collections follow-up.

Input: Agreed invoices, due dates, balances and collection owners
Action: Apply documented ageing buckets and show overdue follow-up responsibility
Outcome: Finance can review overdue balances and the assigned next follow-up.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Agreed invoices, due dates, balances and collection owners. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Ageing bucket definitions
Overdue owner mapping
Balance reconciliation

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Stock balances, threshold rules and permitted count results → Identify shortage, excess and stock mismatches against the agreed rules → The stock owner can prioritize replenishment and reconciliation exceptions.

Planned

Dashboards & Reporting Packs

Inventory Exceptions

The stock owner can prioritize replenishment and reconciliation exceptions.

Across business types

Threshold definitionsShortage/excess flagsCount mismatch review

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Stock replenishment.

Input: Stock balances, threshold rules and permitted count results
Action: Identify shortage, excess and stock mismatches against the agreed rules
Outcome: The stock owner can prioritize replenishment and reconciliation exceptions.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Stock balances, threshold rules and permitted count results. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Threshold definitions
Shortage/excess flags
Count mismatch review

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Agreed order, fulfilment and delivery statuses → Map status transitions and highlight overdue or blocked orders → Operations can see which orders need fulfilment or delivery action.

Planned

Dashboards & Reporting Packs

Order & Delivery Review

Operations can see which orders need fulfilment or delivery action.

Across business types

Status dictionaryAgeing rulesFulfilment/delivery exceptions

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Order visibility.

Input: Agreed order, fulfilment and delivery statuses
Action: Map status transitions and highlight overdue or blocked orders
Outcome: Operations can see which orders need fulfilment or delivery action.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Agreed order, fulfilment and delivery statuses. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Status dictionary
Ageing rules
Fulfilment/delivery exceptions

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Return reasons, inspection states and approved refund records → Group reasons and identify pending inspection or refund actions → The after-sales team can review unresolved returns and outstanding refunds.

Planned

Dashboards & Reporting Packs

Returns & Refund Review

The after-sales team can review unresolved returns and outstanding refunds.

Across business types

Return reason definitionsInspection queueRefund state mapping

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: After-sales operations.

Input: Return reasons, inspection states and approved refund records
Action: Group reasons and identify pending inspection or refund actions
Outcome: The after-sales team can review unresolved returns and outstanding refunds.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Return reasons, inspection states and approved refund records. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Return reason definitions
Inspection queue
Refund state mapping

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Available product/channel revenue and agreed cost data → Document included/excluded costs and calculate the defined contribution view → The owner can compare contribution with visible cost gaps and assumptions.

Planned

Dashboards & Reporting Packs

Product Contribution Review

The owner can compare contribution with visible cost gaps and assumptions.

Across business types

Cost basis and exclusionsChannel attributionMissing-cost warnings

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Product profitability.

Input: Available product/channel revenue and agreed cost data
Action: Document included/excluded costs and calculate the defined contribution view
Outcome: The owner can compare contribution with visible cost gaps and assumptions.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Available product/channel revenue and agreed cost data. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Cost basis and exclusions
Channel attribution
Missing-cost warnings

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Permitted request timestamps and agreed SLA targets → Apply business-hour rules and identify response or resolution breaches → The service owner can review requests crossing agreed deadlines.

Planned

Dashboards & Reporting Packs

Service SLA Review

The service owner can review requests crossing agreed deadlines.

Across business types

Business-hour definitionResponse/resolution targetsSLA exception queue

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Service turnaround.

Input: Permitted request timestamps and agreed SLA targets
Action: Apply business-hour rules and identify response or resolution breaches
Outcome: The service owner can review requests crossing agreed deadlines.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Permitted request timestamps and agreed SLA targets. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Business-hour definition
Response/resolution targets
SLA exception queue

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Planned

Dashboards & Reporting Packs

Project Delivery Review

The project owner can review blocked milestones and effort assumptions.

Across business types

Milestone definitionsEffort data basisDependency exceptions

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Project delivery.

Input: Milestones, agreed effort inputs and dependency status
Action: Map the selected delivery measures and flag schedule or dependency exceptions
Outcome: The project owner can review blocked milestones and effort assumptions.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Milestones, agreed effort inputs and dependency status. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Milestone definitions
Effort data basis
Dependency exceptions

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Leads, registrations, payments, attendance and completion states → Map permitted learner stages and reconcile handoff gaps → Training staff can review enrollment progress and incomplete administration.

Planned

Dashboards & Reporting Packs

Training Enrollment Review

Training staff can review enrollment progress and incomplete administration.

Across business types

Funnel/stage definitionsPayment/attendance mappingCompletion exceptions

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Training administration.

Input: Leads, registrations, payments, attendance and completion states
Action: Map permitted learner stages and reconcile handoff gaps
Outcome: Training staff can review enrollment progress and incomplete administration.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Leads, registrations, payments, attendance and completion states. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Funnel/stage definitions
Payment/attendance mapping
Completion exceptions

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Illustrative flow: Selected authorised branch metrics and unresolved exceptions → Normalize the agreed definitions and compare branch-level exceptions → The owner can review branch differences using consistent selected measures.

Planned

Dashboards & Reporting Packs

Multi-branch Operations

The owner can review branch differences using consistent selected measures.

Across business types

Branch access rulesShared metric dictionaryBranch exception summary

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Business visibility.

Input: Selected authorised branch metrics and unresolved exceptions
Action: Normalize the agreed definitions and compare branch-level exceptions
Outcome: The owner can review branch differences using consistent selected measures.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Selected authorised branch metrics and unresolved exceptions. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Branch access rules
Shared metric dictionary
Branch exception summary

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Planned

Business Templates & Kits

Spreadsheet Tools Kit

The team receives a starting stock register, receivables tracker, project costing and purchase planning pack.

Across business types

Stock registerReceivables trackerProject costing

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Operating records.

Input: Agreed sample operations records
Action: Provide editable workbooks with documented inputs and formulas
Outcome: The team receives a starting stock register, receivables tracker, project costing and purchase planning pack.

Delivery format: Editable file / template

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Template / Configuration Files

Stock register
Receivables tracker
Project costing
Purchase planning
Instructions and sample data; format and licence to be agreed

Outside this variant: A functioning hosted app; Automatic data connections; Implementation or regulatory compliance certification.

Target platforms: Platform independent. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Stock register
Receivables tracker
Project costing
Purchase planning

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed business templates & kits scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Planned

Business Templates & Kits

Sales Documents Kit

Sales staff has consistent document starting points with clear assumptions.

Across business types

Proposal templatesQuotation formatsDiscovery forms

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Quote preparation.

Input: The agreed sales process and brand fields
Action: Prepare editable proposal, quotation, discovery and scope document formats
Outcome: Sales staff has consistent document starting points with clear assumptions.

Delivery format: Editable file / template

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Template / Configuration Files

Proposal templates
Quotation formats
Discovery forms
Scope documents
Instructions and sample data; format and licence to be agreed

Outside this variant: A functioning hosted app; Automatic data connections; Implementation or regulatory compliance certification.

Target platforms: Platform independent. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Proposal templates
Quotation formats
Discovery forms
Scope documents

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed business templates & kits scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation

Showing 12 of 30

ONE CONNECTED E-COMMERCE JOURNEY

Build your e-commerce operating flow

Product choices, delivery slots, RFQ intake, returns, a store connector, setup and support in one proposed buying journey.

Proposed collection · 7 individual scopes

These are proposed scopes. Individual demos apply only where explicitly labelled. Platform permissions, deployment, configuration and ongoing support are agreed before delivery.

CHOOSE A CONNECTED STARTING POINT

Business bundles

Eight proposed packages group related listings around one business outcome. Their components are counted once in the catalogue above.

8 proposed packages

Planned bundle

Small Business Sales Pack

Capture an enquiry, assign ownership, approve a quote and organize follow-up.

Package scope & delivery

Proposed commercial composition of the referenced products. Components retain their own readiness and compatibility limits; setup, pricing and acceptance are quoted together. This bundle is not an additional software product.

Discuss this bundle

Planned bundle

E-commerce Operations Pack

Review orders, store stock, delivery choices and returns together.

Package scope & delivery

Discuss this bundle

Planned bundle

Training Business Pack

Connect batch/seat selection, registration, enrollment handoff and attendance administration.

Package scope & delivery

Discuss this bundle

Planned bundle

Agency Delivery Pack

Collect client inputs, approve scope and review delivery exceptions.

Package scope & delivery

Discuss this bundle

Planned bundle

Repair Business Pack

Use repair intake configuration, estimate approval and customer status updates.

Package scope & delivery

Discuss this bundle

Planned bundle

Wholesale Buying Pack

Offer an RFQ catalog, quantity pricing, orders and collections review.

Package scope & delivery

Discuss this bundle

Planned bundle

Subscription Business Pack

Scope plans, recurring orders, pause/skip requests and renewal reporting around the existing store.

Package scope & delivery

Discuss this bundle

Planned bundle

Field Service Pack

Collect service requests, assign work and record visit checks and customer sign-off.

Package scope & delivery

Discuss this bundle

BUILD WHAT YOUR BUSINESS NEEDS

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Demo entries link to central workspace access. Planned products, collections and services need agreed scope, development or configuration and acceptance checks. A listing does not certify integration availability, industry compliance or a granted licence.

Loading business tools and filters…

Planned

Dashboards & Reporting Packs

Training Enrollment Review

Training staff can review enrollment progress and incomplete administration.

Across business types

Funnel/stage definitionsPayment/attendance mappingCompletion exceptions

One-time delivery, Scoped quoteproposed · scope and quote to confirm

View deliverables & requirements

For: Business owners and authorised teams

Business needs: Training administration.

Input: Leads, registrations, payments, attendance and completion states
Action: Map permitted learner stages and reconcile handoff gaps
Outcome: Training staff can review enrollment progress and incomplete administration.

Delivery format: Editable file / template, Web app / portal

Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.

Editable Report Template

Metric definitions and sample report
Editable dashboard/report layout
Sample data and mapping instructions

Outside this variant: Connected live data or automatic refresh.

Connected Dashboard

Agreed source and field mapping
Metric definitions, refresh method and access rules
Validated sample report and exception checks

Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.

Approved data: Leads, registrations, payments, attendance and completion states. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.

Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.

Required integrations: Authorised reporting source.

Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.

Compatibility & connection checks

Target platforms and versions are unconfirmed until a scoped compatibility review.

Funnel/stage definitions
Payment/attendance mapping
Completion exceptions

Support scope

Documentation, handover and any post-delivery support must be agreed in the quote.

This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.

Discuss this scope

Documentation