04 · Understand & Improve
Enquiry Dashboard
Turn enquiry and follow-up data into a small set of measures that help the business improve.
The problem
Useful data exists, but the owner cannot see source, response time, status, or outcomes clearly.
Included
The smallest useful version.
- Connection to one agreed enquiry data source
- Agreed enquiry and follow-up measures
- Focused dashboard with up to 2 report pages
- Scheduled refresh where supported
- Managed hosting and routine maintenance
Not included
Clear boundaries keep it useful.
- Company-wide data warehouse
- Broad finance or operational BI program
- Unlimited data sources
- Reconstruction of severely incomplete source data
Where it fits
Start here, then connect only what helps.
01
Capture
Can customers become useful enquiries?
02
Respond & Qualify
Do customers get a useful first response?
03
Follow Up
Does the team know what happens next?
04
Understand & Improve
Can the business see what is working?
Next step
Tell us where the flow is getting stuck.
We will start with Enquiry Dashboard selected and ask only for the context needed to recommend a sensible next step.