Client reporting
Show your clients, not just your back office
The monthly client pack that takes two days in Word, produced in an hour from the same figures your operations team already trusts. Then let each client sign in and see it for themselves.
Client packs are built and in use. The client portal is in development. Both are shown here as concepts with illustrative figures.
Client performance packs
- A pack per contract. SLA attainment, completion and made safe, work in progress, PPM compliance, health and safety, helpdesk, customer feedback and social value, each section switched on or off per client.
- Figures from everywhere they live. Jobs and SLAs from Planon, costs from SAP, and the monthly figures that only exist in spreadsheets entered in the app a month at a time, with month, year to date and RAG worked out for you.
- Co-branded. Your brand on the portal, the client's logo and name on their pack.
- Reviewed, then sent. A draft for the contract manager to check, then published and sent as a PDF on the day you choose, every month.
- Every number traceable. Each figure links back to the jobs behind it and the definition it uses, so a challenge in the meeting is answered on the spot.
Monthly performance report
Term maintenance contract, October 2026
KPI dashboard
| Ref | Measure | Month | Target | YTD | RAG |
|---|---|---|---|---|---|
| M1 | Calls answered within 30 seconds | 94% | 90% | 94% | |
| M2 | Emails answered within 30 minutes | 88% | 90% | 88% | |
| M3 | Plant changes updated within 7 days | 100% | 95% | 100% | |
| M4 | Jobs recorded on client CAFM | 99% | 98% | 99% | |
| M5 | Reactive attend SLA | 96.2% | 95% | 96.2% | |
| M6 | Reactive complete SLA | 91.8% | 95% | 91.8% | |
| M7 | PPM completed on time | 98.4% | 97% | 98.4% | |
| M8 | RIDDOR reportable incidents | 0 | 0 | 0 |
Figures from Planon and SAP, plus monthly entered health and safety, helpdesk and feedback figures. Every number traceable to its definition. Page 3 of 14.
Attend SLA, last 6 months
By job type
| Type | Jobs | SLA |
|---|---|---|
| Reactive | 241 | 96.5% |
| PPM | 48 | 98.4% |
| PPM remedials | 9 | 88.9% |
| Projects | 4 | n/a |
A portal for each client
- Their own sign-in. Clients sign in with their own work account. You invite them and remove them. We never hold their passwords.
- Only their contract. Row level access enforced in the database means a client can only ever see their own jobs, sites and figures. Not another client's, not your margins, not your internal notes.
- A simple view. Their packs, their live dashboard, a PDF button. None of the back office.
- Live, between meetings. The same slicers and drill through your team has, on this month's data, refreshed nightly.
- Everything logged. Every client view and export in the audit log.
Why it matters
Win and keep contracts
Transparent, live performance reporting is a differentiator at tender and at renewal. Few FM providers can offer a client their own portal.
End the monthly scramble
No more copying figures from four systems into a Word template the week before the contract meeting.
One version of the truth
The client sees the same figures as your operations team, from the same definitions, so there is nothing to reconcile in the meeting.
See a client pack built from sample data
We will show you a monthly pack and a client dashboard produced from a sample contract, and what it takes to connect yours.