Buddy Business Intelligence
Turn data into decisions
Buddy Business Intelligence (Buddy BI) is a powerful analytics tool that allows you to go beyond the limitations of traditional CRM reporting. It enables you to run complex SQL queries, analyse both CRM and external data, and create interactive dashboards that provide deep insights into your business operations.
Whether you’re managing large data sets or just need a more flexible way to understand your CRM data, Buddy BI gives you the tools to make better, faster, and more informed decisions.
It’s time for Buddy BI
Spreadsheets take hours, while reports rarely show the whole picture. And decisions based on “best guesses” can cost you growth.
Buddy BI puts all your data in one place and transforms it into dashboards you can trust. Whether it’s tracking revenue run-rates, managing commissions, or combining CRM with ERP data, you’ll see exactly what’s happening – instantly.
- Go Beyond Basic Reporting
While CRM reporting is great for standard, user-friendly insights, Buddy BI offers the flexibility of SQL queries to create unique, custom analyses tailored to your business needs. - Save Time & Reduce Manual Effort
Automate repetitive tasks like commission tracking, run-rate calculations, and data consolidation. Say goodbye to manual spreadsheet updates and hello to real-time, centralised dashboards. - Combine Data from Multiple Sources
Merge CRM data with external sources (like ERP or accounting systems) for a more complete and accurate picture of your business. - Visualise Your Data
Turn raw data into interactive charts, graphs, and grids that make it easy to understand and share insights across your team. - Supported by Experts
Get guidance from our experienced team throughout the implementation and usage process, ensuring you get the most out of your data.
Key Features
SQL Query Support
Run complex queries to extract insights that would otherwise be impossible or time-consuming to achieve manually.
Bespoke & Flexible
Built around your company’s needs, not templates.
Integrated with BuddyCRM
Seamlessly integrated with your existing CRM data for immediate value.
Interactive Dashboards
Create visual dashboards that help you understand your data at a glance and make better decisions.
Combine Data Sets
Merge CRM data with external data sources to uncover new insights and trends.
Centralised Reporting
Replace manual spreadsheets with a single, centralised source of truth for your business data.
Support
Get expert advice and guidance from our UK team to help you achieve the best results.
Benefits
- Save hours every week on manual reporting.
- Gain clarity and confidence in your numbers.
- Standardise reporting across your business.
- Track performance, commissions, and revenue automatically.
- Make faster, smarter, data-driven decisions.
Who Is Buddy BI For?
Buddy BI is ideal for any business that wants to move away from guesswork and manual data entry. It is especially useful for:
- Sales teams who need real-time visibility into commission and performance data.
- Finance teams looking to analyse data from multiple sources (e.g., CRM, ERP, accounting systems).
- Businesses that want to make data-driven decisions based on comprehensive, real-time insights.
Buddy BI in the Real World
TICKD
Working with BuddyCRM has been a game-changer for us at TICKD. We needed a more effective way to track staff commissions and gain real-time visibility into our financials directly from the CRM. BuddyCRM delivered exactly that and more. The visual dashboards and custom reporting tools have made it significantly easier for our team to understand performance metrics at a glance, leading to faster and better-informed decisions.
Altech
Before working with BuddyCRM, we had years of third-party sales data coming in from partners across the U.S., but no effective way to consolidate it or make sense of the bigger picture. That all changed when we implemented their Business Intelligence tool. Now, we can easily track where our products are being sold, by state, by company, and even down to the end user, all through a fully interactive, visual dashboard.