In this TrebleHook webinar, CEO Chris Fay and Director of Business Development John Goff walk through the foundational steps of building meaningful KPIs using your CRM — without overwhelming your team. Starting with the basics, they emphasize that meaningful reporting starts with structured data collection. Without consistent inputs, you can’t expect useful outputs.
Using TrebleHook’s intuitive project lifecycle management, Chris demonstrates how the platform guides users through entering critical project information in a simple, step-by-step workflow. This ensures data consistency and drives adoption across teams, no matter their tech-savviness.
Once the right data is in place, the conversation shifts to slicing, dicing, and visualizing that information through robust reporting and dashboards. Attendees get an inside look at how TrebleHook’s dashboarding tools allow you to monitor project pipelines, forecast revenue (weighted by win and go percentages), and track KPIs that actually help you make business decisions — not just pretty graphs.
Key topics covered:
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Why most firms struggle with KPIs (hint: it starts with inconsistent data collection)
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The difference between leading and lagging indicators and why both matter
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How TrebleHook’s lifecycle workflows simplify data entry and standardize processes
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Building reports that don’t require hundreds of custom versions
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Visualizing pipelines, forecasts, and project health with dynamic dashboards
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Using data-driven insights to identify your ideal project profile and improve win rates
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How TrebleHook integrates with your existing tech stack (Procore, Deltek, Outlook, OpenAsset, and more)
Whether you’re an AEC firm just getting started with CRM or looking to level up your reporting game, this webinar offers practical advice on how to get real business value from your project data.
Watch the full recording to see how TrebleHook simplifies KPI tracking — and helps you pursue and land the right projects.
