Reports brings clear answers to every decision.

Pipeline, accounts, contacts, and opportunities — tracked, scored, and visualized in real time, so you always know exactly where your business stands.

  • Real-time data
  • No manual spreadsheets
  • Built for builders

From data to decisions.
Reports helps you see, decide, and grow.

See your whole business, not just this week's noise.

Every lead, account, contact, and deal lives in one connected view — so you're never piecing together the story from memory.

  • Real-time KPI tiles for pipeline, coverage, and engagement
  • One dashboard for leads, accounts, contacts, and opportunities
  • No more building reports by hand

Spot risk before it becomes a problem.

At-risk accounts, inactive contacts, and coverage gaps surface automatically — so nothing quietly falls through the cracks.

  • At-risk accounts flagged automatically
  • Engagement freshness tracked contact by contact
  • Coverage gaps surfaced before they cost you an account

Know what's working. Double down on it.

Win rate by source, pipeline by stage, forecast by owner — the real numbers, always current, no spreadsheet required.

  • Win rate by source and by owner
  • Pipeline by stage, always current
  • Forecast with real numbers, not guesses

Better visibility.
Better decisions.
Better growth.

Reports turns raw CRM activity into the numbers that actually run your business — so every decision starts with real information, not a guess.

Answers, not spreadsheets

No exporting data and building charts by hand.

Confidence in every number

Every metric ties back to real CRM activity, always current.

Risk caught early

At-risk accounts and stalled deals surface before they become losses.

Reports grows with you

Today it's your CRM. Reports is expanding across every part of Pronestia.

Every phase of the build gets its numbers.

Reports starts with your pipeline, because that's where every job starts. Here's where it goes next.

Winning the work Live today
Pipeline & win rate Every report on this page, live today
Lead sources Which channels actually turn into contracts
Account health Relationships scored before they go quiet
During the build Coming soon
Schedule health Critical path, slack, and which milestones are drifting
Budget check-ins Where each job stands against what you planned
Field activity Work items closed, photos added, questions answered
After the build Coming soon
Warranty & closeout Issues reported, resolved, and time-to-fix
Planned vs. built How the estimate held up against the finished job
Client engagement Portal visits, approvals, and response times

And Mason will read every one of them.

Reports give you the numbers. Mason gives you the answer. Ask "which jobs are slipping this month?" or "where do our best leads actually come from?" — and he'll pull it straight from these reports, including every one still to come. The more Reports grows, the more he knows.

Meet Mason →

See your business clearly, starting today.

Join builders who make decisions from real numbers, not guesswork — pipeline, accounts, and contacts, always up to date.

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