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Solutions

BI & Reporting Suites

Your business already generates the data. We turn it into live dashboards and reports that answer the questions you actually ask — margins, performance, trends — without waiting for month end.

BI & Reporting Suites in action

Most owners run on gut feel plus a spreadsheet someone updates when they remember. The real numbers — which customers are profitable, which products drag, where cash is heading — are buried across systems that do not talk to each other.

We build reporting suites that pull your data together and present it the way you think about the business. Live dashboards for the daily pulse, scheduled reports for the board pack, and drill-downs for when a number looks wrong and you need to know why.

What we build

What a Codira BI & Reporting solution typically includes

Live dashboards

Revenue, margin, pipeline and operations at a glance — on the office screen or your phone.

Cross-system reporting

Combines data from your CRM, accounts, e-commerce and operations tools into one view.

Scheduled board reports

The month-end pack generated automatically and landing in inboxes on the first of the month.

Drill-down analysis

Click from a headline number down to the orders, jobs or invoices behind it.

Margin and profitability

Profit per product, per customer, per job — not just turnover.

Alerts and thresholds

Get notified when a KPI crosses a line, instead of discovering it weeks later.

The payoff

What it does for the business

  • Decisions made on live numbers, not last quarter’s spreadsheet
  • Hours of manual report-building eliminated each month
  • Underperforming products and customers spotted early
  • One agreed version of the truth across the business

Talk to us about BI & Reporting

A free consultation, no specification needed. Tell us how your business works today — we'll show you what it could look like with the right software behind it.