Use Inform Direct connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Company secretarial
Overdue filings and deadlines within 30 days on the compliance dashboard.
Unlinked portfolio companies as a list of CRM records still to create.
Open Inform Direct from the company profile when a filing needs action.
Operational
Companies on track - Inform Direct companies with known filing dates, nothing overdue, and nothing due within 30 days. Sync daily or weekly for trends.
Deadlines within 30 days - Inform Direct companies whose Companies House accounts or confirmation statement is due within 30 days. Sync daily or weekly for trends.
Overdue filings - Inform Direct companies whose Companies House accounts or confirmation statement is overdue. Sync daily or weekly for trends.
Portfolio companies - Companies on the Inform Direct portfolio. Sync daily or weekly for trends.
Linked companies - Inform Direct companies matched to an Elevale CRM company. Sync daily or weekly for trends.
Companies not in Elevale - Inform Direct companies that are not linked to an Elevale CRM company. Sync daily or weekly for trends.
Next steps
Connect: Setup & usage
Pick metrics: Data points