TekStack Reporting -- Block 1 Hero
Key Metrics Reporting

Be board ready every single day.
Not just once a quarter.

TekStack delivers over 100 pre-built Power BI reports covering sales, project delivery, and subscription revenue. No spreadsheets. No manual assembly. No waiting.

Sales reporting
Project delivery
ARR and retention
Built in Power BI
Mobile and Teams access
Included with TekStack
TekStack Reporting -- Block 2 Problems
The Reporting Problem

You cannot fix problems
you cannot see.

Reporting is not a nice-to-have for B2B tech companies. It is the foundation of every good management decision. Without reliable metrics, you are guessing. Here is what that looks like in practice.

You cannot fix what you cannot see

Problems in your sales funnel, project delivery, or retention compound quietly for weeks before anyone notices. By the time they surface, the damage is already done and the fixes cost more than they should.

The business cannot progress without data

Growth decisions, hiring decisions, product decisions - all of them require reliable baselines. Without consistent metrics, every strategy conversation turns into a debate about the numbers rather than a discussion about the plan.

Founders cannot build a management team

Succession and delegation require metrics that managers can own and be accountable to. Without shared dashboards and agreed targets, every decision flows back to the founder and the business stays dependent on one person.

Targets cannot be set without a baseline

How do you set a win rate target if you do not know your current win rate? How do you forecast ARR if your subscription data is scattered? Targets without baselines are just aspirations - they do not drive real behavior change.

Building industry-standard metrics takes too long

Most B2B tech companies spend months trying to build ARR reports, funnel dashboards, and utilization tracking from scratch. By the time the reports are ready, the underlying data has changed and the project starts again.

Excel data cannot be trusted

Every spreadsheet that leaves someone's hands gets modified. Formulas break, rows get deleted, and numbers get adjusted to tell a better story. Excel reports reflect whoever built them, not the reality of the business.

By the time you have the data, it is already old

When reporting requires someone to manually pull, clean, and assemble data, the output is always stale. A weekly report prepared on Friday reflects last week. A monthly report reviewed in the third week of the month describes six weeks ago.

TekStack Reporting -- Block 3 Whats Included
Pre-built Reports

Every report your B2B tech business needs.
Ready on day one.

TekStack ships with over 100 pre-built metrics across three reporting areas. No customization required to get started. No BI team needed to maintain them.

1

Sales Reporting

Full visibility into your revenue pipeline - from top of funnel through close. Track velocity, conversion, and activity to coach your team and call your forecast with confidence.

Current funnel and pipeline health
Funnel creation by source and period
Sales velocity by stage and rep
Win rate analysis by product and segment
Deal analysis and average contract value
Funnel conversion rates by stage
Sales activity reporting by rep
Quota attainment and forecast accuracy
Sales Reporting
2

Project Delivery Reporting

Track the health of every project, every resource, and every billable dollar across your services team. Identify problems before they become margin erosion or customer escalations.

Time entry by resource and project
Resource utilization by individual and team
Backlog by role and project
Incomplete and overdue work
Project variance vs budget
Task variance at a detailed level
Billing backlog and unbilled work
Milestone billing status
T&M billing and invoiced hours
Project gross margin tracking
Project Reporting
3

Subscription and Revenue Management

The metrics your board, investors, and leadership team need to understand the health and trajectory of your recurring revenue business. Always current, always trusted.

ARR run rate by product and segment
MRR momentum month over month
Customer lifetime value (LTV)
Subscription renewals and renewal rate
Gross retention by cohort and period
Net retention including upsells and expansions
Churn analysis with reason codes
ARR at risk and early warning signals
Subscription Reporting
TekStack Reporting -- Block 4 Power Bi
The Platform

Everything built in Power BI.

TekStack builds all its reports in Microsoft Power BI - recognized by both Gartner and Forrester as the market-leading business intelligence tool. Your data stays in the Microsoft ecosystem where it belongs.

Microsoft Power BI
Gartner and Forrester recognized Microsoft Power BI is the market-leading business intelligence platform. Used by hundreds of thousands of companies worldwide and fully integrated into the Microsoft 365 ecosystem.
Access anywhere - mobile, web, Teams, or TekStack
Reports are available on any device and embedded directly inside Microsoft Teams and the TekStack platform so your team never has to leave their workflow to check a number.
Enterprise-grade security model
Power BI connects directly to Microsoft Entra, so the same role-based security that governs your TekStack data also controls who sees which reports. No separate permission setup required.
Easy to customize and extend
Start with TekStack's pre-built reports and customize or extend them as your needs evolve. Power BI's visual editor makes it easy to modify existing reports or build new ones without a developer.
Data always fresh - no manual refresh needed
Reports pull live from TekStack's data model. When a deal closes, a project updates, or a subscription renews, your reports reflect it automatically. No scheduled exports, no manual uploads.
Collaborate directly in the report
Comment, annotate, and share insights on specific visuals. Tag teammates, share views, and have the conversation inside the data rather than in a separate email thread about a static screenshot.
Included in your TekStack subscription
Other platforms charge extra for reporting apps or require a third-party BI tool. With TekStack, all 100+ pre-built reports are included from day one at no additional cost.

Online together, not in silos

TekStack's Power BI app can be accessed from a mobile device, the web, within TekStack, and directly inside Microsoft Teams. Collaborate on key metrics, engage in a conversation, identify problems quickly, and decide the right course of action as a team.

Mobile app Web browser Microsoft Teams Inside TekStack Scheduled email delivery
Microsoft Power BI
TekStack Reporting -- Block 5 Cta
No obligation · 1 hour

See your business metrics live and trusted in one hour.

Most B2B tech companies are running their business on numbers they do not fully trust, assembled manually from systems that do not connect. We will show you what it looks like when every report is live, accurate, and ready the moment you need it.

What happens on the call
  • 1 We learn about your current reporting setup and where the gaps and frustrations are
  • 2 You see a live walkthrough of the TekStack reporting suite built for B2B tech
  • 3 We walk you through pricing, straightforward with no surprises
  • 4 You leave knowing exactly what it would take to have these reports running in your business
Included with your TekStack subscription All 100+ pre-built reports are included from day one. No third-party BI tools, no extra licences, no customization project required.

See the reports live

Fill out the form and we will be in touch within one business day to confirm your time.

No obligation
1 hour
Live walkthrough