Business

Business Performance with TeamPoint

Business Performance

Monitor Performance, Measure Success and Make Better Business Decisions

TeamPoint helps you understand how your business is performing by bringing together operational, financial and workforce information in one connected platform. Whether you're monitoring jobs, quotations, engineers, projects, customer service or profitability, TeamPoint provides real-time business insights that help you identify opportunities, improve efficiency and make informed decisions with confidence.

Ask us more

Why Monitor Business Performance with TeamPoint?

Real-Time Business Insights – Monitor jobs, quotations, projects, engineers and financial performance from one connected platform.

Measure What Matters – Track the KPIs that are most important to your business, helping improve productivity, customer service and profitability.

Personalised Dashboards – Configure your own dashboard to display the information most relevant to your role, giving instant visibility every time you log in.

Bespoke Reporting – TeamPoint can create reports tailored to the way your business operates, helping you analyse the information that matters most.

Spot Opportunities Earlier – Identify trends, bottlenecks and areas for improvement before they become bigger operational challenges.

Better Business Decisions – Turn connected business data into practical insights that help your organisation grow with confidence.

Why Monitor Business Performance with TeamPoint?
Benefits

Key Features

Live Business Dashboards – View operational and financial information in real time from one central platform.

Personal Dashboard Configuration – Create dashboards that display the reports, KPIs and information most relevant to your role.

Operational Reporting – Monitor job performance, reactive work, engineer activity, attendance and daily operational performance.

Sales & Quotation Reporting – Analyse quotations, conversion rates, top customers, sales sources and business development opportunities.

Financial Reporting – Track job costing, purchasing forecasts, contract invoicing, service contract performance and yearly KPIs.

Project Performance – Monitor project progress, profitability and workload across multiple jobs and contracts.

Engineer Performance – Review workloads, productivity, attendance, certifications and operational performance across your workforce.

Customer & Service Insights – Monitor customer ratings, service contract performance and business trends over time.

Custom Reporting – Build reports around your own business processes, departments and operational requirements.

Export & Business Analysis – Generate reports that support planning, management meetings and informed business decisions.

Key Features
Features

Business Performance Across Every Industry

TeamPoint helps organisations improve operational performance and business visibility across a wide range of industries, including:

Roofing

Solar & Renewable Energy

Building Maintenance

Drainage

Facilities Management

Commercial Cleaning

Utilities & Infrastructure

Retrofit Projects

Every organisation measures success differently. Whether you're monitoring engineer productivity, quotation performance, project profitability, customer service or financial performance, TeamPoint provides the flexibility to report on the information that matters most to your business.

Business Performance Across Every Industry
Industries

Relevant training Videos:

Learn how to configure dashboards, create reports, analyse KPIs and monitor business performance within TeamPoint.

Links to relevant training videos coming soon.

Relevant training Videos:
Training
Support Hub

Frequently Asked Questions

Find answers to some of the most common questions about TeamPoint's Business Performance software. Whether you're monitoring operational performance, analysing financial data or tracking business KPIs, these FAQs explain how TeamPoint helps you turn business information into better decisions.

Help Desk

Still have questions?

Can't find the answer you're looking for? Our friendly UK-based support team is a message away and ready to help.

Talk To Us
Yes. Users can configure personalised dashboards to display the reports, KPIs and information most relevant to their role, providing instant visibility every time they log in.
Yes. TeamPoint can build bespoke reports around the way your business operates. If the information is stored within TeamPoint, reports can usually be created to help analyse and present that data.
TeamPoint provides reporting across operations, quotations, projects, engineers, finance, service contracts, customers, stock, vehicles and many other areas of your business.
Yes. TeamPoint provides detailed reports on engineer workloads, jobs completed, attendance, productivity, first-time performance and operational activity, helping you manage your workforce more effectively.
Yes. TeamPoint helps you monitor quotations, conversion rates, sales activity, top customers, sales by source, sales by postcode and the reasons why quotations are won or lost, giving your sales team valuable insight into business performance.
Yes. TeamPoint helps you monitor quotation activity, conversion rates, top customers, sales trends and the reasons why quotations are won or declined.
Yes. TeamPoint helps you analyse project performance by bringing together purchasing, invoicing, operational activity and financial information within one connected platform.
Yes. Reporting and dashboards make it easier to identify trends, monitor KPIs and recognise opportunities to improve efficiency, profitability and customer service.
TeamPoint automatically brings together information from quotations, scheduling, projects, mobile working, compliance, customer records, invoicing, service contracts and other areas of the system. Because everything is connected, your dashboards and reports always reflect the latest business activity.
Yes. Every user can configure their own dashboard to display the reports, KPIs and business information most relevant to their role, providing instant access to the insights they need.