"Custom dashboard - Customer Statements"
Andrew Smith
LynbondWe've been using Roveel since 2019, and recently asked them to develop a customer statement that far surpasses the standard templates provided by Sage. Our goal was to create a statement that was not only comprehensive but also exceptionally clear, especially when identifying descrepencies. Roveel delivered… Their innovative design, attention to detail, and commitment to meeting our specific needs have resulted in a product that significantly improves our customer interactions. We highly recommend Roveel to any business looking to elevate their customer communications and achieve greater operational efficiency
Sage 50 Custom Customer Statements | 5 Stars Rating
About Lynbond
Lynbond is a specialised supplier dedicated to operational clarity and robust reporting. As the business expanded, maintaining high standards, particularly while pursuing ISO accreditation, required a modern, precise approach to financial and operational data.
The Challenge
Lynbond faced several reporting bottlenecks that hindered efficiency and compliance:
- ISO Accreditation: Needed transparent, audit-ready financial and operational data.
- Customer Communication: Standard system templates fell short for customer statements and resolving payment discrepancies.
- Complex Calculations: Difficulty handling landed-cost requirements accurately.
- Data Quality: Needed early anomaly detection to spot and correct input errors quickly.
The Solution
Since 2019, Lynbond has partnered with Roveel to implement tailored reporting tools, including custom dashboards, innovative customer statements, bespoke landed-cost tracking, and error-detection workflows.
Results
- ISO Compliance Ready: Established transparent, robust audit trails that support accreditation standards.
- Enhanced Customer Experience: Upgraded statements to streamline payment queries and resolve discrepancies faster.
- Advanced Analytics: Delivered landed-cost clarity and automated anomaly detection to ensure complete data accuracy.
- Enterprise-Grade Capability: Empowered the business to operate with the analytical depth and confidence of a much larger organization.
Mr Rob Collins
H &V Insulation SuppliesAs a company we have used Roveel a number of times in recent years to create reports from Sage 50 and they've been brilliant. After discussing our needs and requirements in detail, there is usually a very quick turnaround before we review the proposed report and sign them off. They will amend the reports if required, although in most instances that hasn't been necessary. The reports are very intuitive and user friendly and much better than those available from within Sage, to such extent that we barely use the Sage reports at all now, preferring to use Roveel instead.
Colchester Windows & Plastic Suppliers Limited
We Highly Recommend This Software! Since using Roveel for our analytics, we have it found it really useful as Sage 50 has limitations in terms of reporting.It is particularly useful for drilling down further when it comes to reports, so you can have more information, for example, when deciding which products are selling well versus those that are not. Being in graph format helps to see patterns too.The customer service is also exceptional. Katie and the team always respond quickly to any queries.Overall, I highly recommend this software.
Samantha Anderson
EW Group (UK) LtdGreat Reporting Software for Sage. The Roveel software is a great reporting tool for that of which sage doesn't offer. The dashboard is intuitive and very user friendly and its packed full of information which is downloadable too.Katie and the team at Roveel are fantastic. They are quick to answer any questions and we've now asked them to design a bespoke report for us.Would thoroughly recommend.
