Sales Reporting, Dashboards & Insights | NZ

Sales Reporting & Insights

Turn your sales data into better decisions and more predictable growth

Most businesses already have plenty of sales data. The real value comes from turning it into useful information that helps you make better decisions.

We develop practical sales reporting that gives you a clear view of results, sales activity, pipeline movement and conversion performance.

This helps managers spot opportunities earlier, coach their teams more effectively, make better-informed decisions and build a more predictable sales operation.

What is Sales Reporting & Insights?

Sales reporting turns the information inside your CRM and wider business systems into a clear picture of performance.

Good reporting should quickly answer questions such as:

Do we have enough qualified opportunities to achieve our target?
Where are deals slowing down or being lost?
Which activities are producing results?
How accurately are we forecasting?
Where does each salesperson need support?

The goal is not to create more reports. It is to identify the small number of measures that help people take better action.

Our approach

We start with the decisions you need to make, then work backwards to determine the data and measures required.

Our process typically includes:

Understanding business goals and sales targets
Reviewing existing reports and data quality
Mapping the leading and lagging indicators of performance
Defining consistent sales measures and terminology
Designing dashboards for different roles and business functions
Improving CRM data capture where required
Establishing reporting rhythms and review meetings
Training managers to interpret and act on the information
Refining measures as the sales system develops

What we can help design

Pipeline dashboards

Clear views of opportunity value, stage, age, probability and next actions.

Conversion reporting

Measuring how effectively opportunities move through each stage of the sales journey.

Activity reporting

Tracking the meaningful behaviours that contribute to results without rewarding activity for activity’s sake.

Forecasting models

Creating a consistent, evidence-based approach to predicting future revenue.

Team and individual scorecards

Giving salespeople and managers a balanced picture of performance.

Lost-sales insights

Identifying why work is being lost and where the sales process needs attention.

Management reporting rhythms

Building practical weekly, monthly and quarterly reviews that lead to action.

Is this right for your business?

Sales reporting support may be right for you if:

You cannot confidently explain what is driving sales performance
Forecasts regularly miss the mark
Your team measures activity but not effectiveness
CRM reports are cluttered, unreliable or rarely used
Sales meetings rely on anecdotes rather than evidence
Problems are identified only after targets are missed
Managers struggle to know where coaching is needed

You want greater confidence when planning growth

The outcomes you can expect

Clear visibility of pipeline health and sales performance
Earlier identification of risks and opportunities
More accurate and consistent forecasting
Better-informed coaching conversations
Stronger accountability across the sales team
Greater focus on the activities that genuinely matter
Faster, more confident management decisions
A shared understanding of what good performance looks like

Why HHB?

We understand that a dashboard is only useful if it changes what happens next.

We combine practical sales experience with CRM and reporting capability to create measures your team can understand, trust and act on. We keep reporting focused, commercially relevant and connected to the sales behaviours that drive the final result.

Because better data does not improve performance on its own. Better decisions do.

Our Services

Marketing

Sales Training & Coaching

Sales Systems

Get In Touch With Us.

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Get a clearer view of your sales pipeline

Give your team better visibility of what’s happening across the pipeline, what’s driving performance and where the opportunities are.

We’ll review your current reporting and help identify the measures that will give you clearer, more useful sales insights.

Testimonials

What our client’s about us

They quickly grasped our situation and provided workable solutions, rather than just marketing ideas.

PF Olsen is New Zealand’s largest independent forestry services provider.

Holloways has assisted PF Olsen to develop and implement our marketing strategy for several years. I am impressed with their hands-on approach and practical solutions. They interact well with our staff at all levels and locations throughout our business and provide a consistent approach to new work development.

They provide an excellent sounding board for our ideas, as well as providing innovative ideas of their own. They have quickly grasped our situation and sector, which has enabled them to provide workable solutions rather than just marketing ideas.

Scott Downs

Director of Sales & Marketing - PF Olsen

Holloways unique approach to helping their clients across both the sales and marketing functions is unlike anyone else I’ve worked with .

Not only have they helped us overhaul and streamline our marketing strategy and collateral including web, digital, print and social, but they have also been integral in mapping out and documenting our sales system and processes. Together we have successfully configured our CRM setup including automations and reporting to help provide much needed visibility over our end-to-end lead tracking and sales performance. By helping us bring together the sales and marketing functions correctly, we now have a powerful set of strategies, systems and business support tools to help drive our own growth plans

Trevor Preston

General Manager - Ezyline Homes

From the start, we were sceptical but over the past seven years, they have become an invaluable part of our team.

Working with Holloways has truly exceeded all of our expectations.

Their support and mentorship have been instrumental in shaping the way we approach our sales and marketing processes. Their expertise in the field is unmatched – they genuinely know sales and the methods needed to generate high-quality leads.

They’ve not only guided us through developing effective strategies and a new website but also taught us the techniques that continue to drive success. Holloways have proven themselves to be an essential resource and we couldn’t be more grateful for their continued partnership

Nick Webster

Managing Director - Roadrunner Manufacturing

Holloways know us very well, they get us and are an extension of us and our thinking.

At Booth’s we like to do things a certain way, Our Way and when we talk about our brand you get everyone taking notice. Our brand is the billboard doing 3 million kms a month across NZ, it’s the brand our customer recognise as quality and on time, our teams are proud of it and we attract new team members that want to come and be a part of it.

So, when we think of any marketing exercise our first call is to the team at Holloways. They can turn the largest of projects around quickly, with high quality work that seldom needs changing. They take the time to know us and know where we are heading.

We are proud to partner with the team at Holloways.

Dallas Vince

CEO - Booth's Logistics

Holloways have helped us co-ordinate, streamline and add discipline across all our sales, advertising and marketing activities.

As well as this, they have shown us a different approach to integrating our sales and marketing strategies.

They’ve trained all of our sales people and written, designed and co-ordinated all our marketing efforts (online, digital, TV, print, radio and more).

Holloways play a vital role in our overall success and ongoing growth.

Emma Parsons

Group Retail Manager - Applianceplus

We are seeing results with a much more focused sales process. It feels good to be winning.

The team at Holloways did a great job when marketing to us.

Their approach to growing their own customer base made us think, well if they can do the same for us, let’s get on board. We like their integrated approach; they quickly became part of the team and helped drive our sales and marketing strategy as well as keep us on track.

We are seeing results with a much more focused sales process. This wasn’t the easy way out for us, it does involve change and effort, which was made clear going in. It feels good to be winning.

Greg Rodger

Director - TR Industries Ltd

    
 
 
       Posted on Google  
   
   Aroha Dean 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really enjoyed the sales training with Gareth. It was really informative, practical, and there were so many little gold nuggets I’ve taken away that I can actually put into practice straight away. Gareth made it easy to engage with and kept things really relatable. There is always something new to learn or refresh the memory when it comes to sales. Highly recommend!! 🤗
  
 
      Posted on Google  
   
   Matt Avery 
 
 
 
 Trustindex verifies that the original source of the review is Google. Holloways have been great for us, really helping us build our business and presence. Gareth looks after us well, his knowledge is exceptional. Holloways are a one stop shop and nothing is ever an issue.
  
 
      Posted on Google  
   
   Dallas Vince 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great team to deal with, fast, efficient, friendly and would recommended this team highly
  
 
      Posted on Google  
   
   Gregg Somerville 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have engaged Steffan to support our sales training, both in developing the training materials and in delivering them to our sales team. His style is well received, and the team consistently responds positively to his approach. As a result, we continue to invite him back each year to contribute to our sales conferences.
  
 
      Posted on Google  
   
   Kris Burns 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been receiving sales coaching from Steffan for over a year now, and the impact has been huge. As a relatively new member to the sales world, I’ve really valued his ability to simplify complex situations and help me build confidence when dealing with tricky client scenarios.
Steffan has a fantastic approach, calm, clear, and always full of practical solutions. No matter the challenge, he seems to have an answer that works. His coaching has helped me streamline my process, grow my confidence, and get results.

Highly recommend to anyone wanting to level up their sales game!
  
 
      Posted on Google  
   
   Jason Tidmarsh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Steff and his talented team at Holloway Hudson Burgess over the last 5 years has given us a proven and consistent approach to our sales and marketing efforts within both B2B and B2C.
  
 
      Posted on Google  
   
   Anthony Cross 
 
 
 
 Trustindex verifies that the original source of the review is Google. I first met Steffan in a sales presentation over 10 years ago, and we were so impressed that he and his team at Holloway, Hudson, Burgess have been our marketing and sales consultants ever since. Their approach is based first on building trust, and it’s been a winning formula for our business, and our 50+ dealers spread around Australia and New Zealand.
  
 
      Posted on Google  
   
   David Baigent 
 
 
 
 Trustindex verifies that the original source of the review is Google. Top combination of Holloway flair and obviously down-to-earth management.  I'd recommend them to any business looking to grow.
  
 
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   NJ K 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very professional outfit , great strategies and a real understanding of results.  Highly recommended.