Records & reports
Every record in one place, with live dashboards
Clients and orders, kept up to date with the tools your team already uses.
ClientsSearch
| Client | Stage | Owner | Last contact | Value |
|---|---|---|---|---|
| Bluefinch Dental | Quote sent | Maya | Today | $1,850 |
| Kestrel Property | Won | Tom | Yesterday | $9,600 |
| Alder & Finch | New lead | Sam | 2 days ago | $4,000 |
| Tidewell Plumbing | Quote sent | Sam | 3 days ago | $4,200 |
| Copperleaf Studio | Meeting | Tom | Last week | $2,750 |
Quotes won this month
$18,400
Records
Records laid out the way you work
Your own fields and stages, not a template’s.
- Lists you can filter, group and sort
- Each record’s details, files and history, with who changed what
Bluefinch DentalClient · Owner: MayaQuote sent
DetailsHistoryFiles 3Automations
- Contact
- Dr. Haddad
- Source
- Website form
- Next visit
- Friday, 10:30
- Value
- $1,850
- Quote 77 emailed with the PDFMaya · 09:12
- Stage changed to Quote sentMaya · Yesterday
- Visit booked for Friday at 10:30Bookings app · Monday
- Start date changed to AprilTom · Last week
Your tools
Keep the tools your team knows
Already work in monday.com or Google Sheets? Keep it. OLODESK stays up to date with it and adds what’s missing.
- records kept in sync in the last 30 days
- 20 million
Dashboards
A dashboard for each team
Each team sees its own numbers, all from the same records.
Operations · jobs done
18
MTWTFSS
This week
For operations
Leadership · on-time rate
94%
For leadership
Sales · clients served
412
W1W2W3W4W5W6W7
Clients by week
For sales
Data checks
Spot gaps and duplicates automatically
Checks find missing details and duplicates across your systems, each with a Fix button.
Data checksUpdated today at 9:006 to fix
Clients with no phone numberIn the CRM, missing from the booking system3Fix
Bookings with no invoiceCompleted visits from last month1Fix
Duplicate contactsSame email address, two records2Fix
Staff with no start dateEvery team member has oneAll clear
FAQ
Questions about records
Can I bring in my existing records?
Yes. Import them from the spreadsheets and tools you use today.
Can I export to Excel?
Yes. Any list can go out to Excel or CSV, ready to share.
How current are the dashboards?
Live. Figures update as your records change.