Build · Corevia Insight

Your whole business.
On one screen.

The CEO Dashboard. Revenue against target, margin per service line, cash for the next 30 days, pipeline and utilisation, live from Xero, Zoho and your CRM. No waiting on the accountant.

Cash, margin and pipeline every morning.

app.corevia.agency / Halden Group / InsightLive
  • Revenue vs target104%On track
  • Gross margin41%+3 pts
  • Cash, next 30 daysHealthyLive
  • Utilisation78%This week
The problem

Why this matters.

Numbers a month late

By the time the accounts arrive, the decisions are already made.

Five tools, no answer

Finance, CRM and timesheets never line up.

Gut feel decisions

Hiring and pricing calls made without the real margin.

How it works

Three steps.
Run for you.

01

Connect

We connect your books, CRM and timesheets.

02

Map

We map your chart of accounts to the twelve numbers that matter.

03

Deliver

One screen every morning, plus a short summary in your inbox.

What you get

Everything included.

Built on Corevia Core, controlled in Corevia Command, reported every Monday.

  • Revenue against target
  • Gross margin per service line
  • Cash forecast, next 30 days
  • Pipeline and win rate
  • Utilisation and capacity
  • Morning summary by email
Questions

Good to know.

Which systems do you connect?

Xero, Zoho Books, QuickBooks, HubSpot, Pipedrive and most timesheet tools.

How is it priced?

Fixed monthly fee, agreed on your Growth Assessment call. No surprises.

More business in.
More profit kept.

Qualified meetings in your calendar, billed only when they happen. And the systems to keep the margin on every client you win.