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make informed decisions business reporting
Business reporting is one of the basic tools for monitoring performance, discovering new trends, and making the best decisions. Companies without correct and punctual reports are unable to assess their performance, find inefficiencies, and strategically plan for the future.
At PlanAlpha, we provide companies with business-oriented solutions allowing them to convert raw data into some useful insights. Among the services that we offer are financial reports, sales, and profitability or the efficiency of operation dashboards, while our custom reporting services ensure obtaining the desired competitive edge.
Through automation, visual analytics, and real-time data tracking, we help businesses to be clear and in charge of their operations.
Are You Having These Problems?
Unable to make decisions based on data
Do you spend your time on manual compilation
Are you struggling to track your business growth
Do you face inconsistencies in data and reporting errors
You don't know the relationship between revenue and expenses
Have you experienced trouble identifying important business trends
If you’re facing any of these problems, don’t worry— we can help you with Reporting.
Reporting process
Reporting Key Features
Custom Reports
Tailored reports for every business area.
Real-Time Data Analysis
Secure the latest data through live reporting technology.
Automated Reporting
Decrease the hard work of the team by using an automatic reporting system.
Performance Tracking
Keep an eye on KPIs, sales, expenses, and the efficiency of the operations.
PLANNING Design Process
Expectations
When you choose to work with us you are given the following guarantees:
Accurate, data-driven insights that will help in decision-making.
Getting rid of errors and saving time through automated real-time reports.
Tailored digital boards that are in harmony with the business strategy.
Comprehensive Financial, Operational, and Performance reports.
Better understanding of new business trends and opportunities
frequently asked question
Frequently Asked Questions
We do financial statements, sales analysis, operational performance reports, and customized dashboards according to your needs.
Yes, we prepare the real-time systems that self-update the content.
Absolutely. We follow strict security protocols to protect your business data.
Yes, we can integrate data from different sources into a collective view.
Reports can be generated Daily, weekly, and monthly based on your needs.
Step 1
Data Collection & Integration
We begin by connecting all your relevant platforms — such as Google Ads, Meta Ads, Analytics, website dashboards, or CRM tools — to collect accurate and real-time data for your campaigns or operations.
Step 2
Report Design & Customization
We create visually clear, brand-aligned, and easy-to-understand report layouts that highlight the data that matters most to you — whether it’s traffic, leads, conversions, or ROI.
Step 3
Analysis & Insights
Beyond just numbers, we provide valuable insights and expert analysis to explain what’s working, what’s not, and where improvements can be made — empowering smarter business decisions.
Step 4
Scheduled Reporting & Optimization Guidance
We deliver reports on a recurring basis (weekly, bi-weekly, or monthly) with guidance on next steps. Our reports aren’t just informative — they’re designed to help you improve results.
