Reports are not strategy
I’ve worked with teams who chase better reports as if better data could create better direction.
But a report is just a mirror.
If you don’t already know what matters, no report will tell you.
CRMs can measure. They can track. They can visualize.
But they can’t decide.
Strategy means naming your outcome — and what it takes to get there.
Only then do reports become useful: To show where you’re starting, and how far you’ve come.
Here's the thing:
If you’re staring at a dashboard wondering what to do next …
The problem probably isn’t the report.
Go back and examine your strategic plan. You do have one of those ... right?
All the best,
A.