Business Intelligence Dashboards For HVAC Contractors

Turn up the heat on business intelligence.

How Teamworks BI Helps

Our dashboards create a single source of truth for all your business metrics. Comprehensive financial, marketing, sales, and operations data intelligence - specific to the HVAC industry

Financial Performance


Sales Performance

Service & Maintenance Agreement Capacity

Man Hours

Cash Position

Marketing ROI

Departmental Performance

Installation Capacity

Website Conversion Rates

Your Pain

  • Data in multiple places and takes forever to gather reports

  • Have to sort through multiple reports to make sense of data

  • Don't have bandwidth to spend time going through all the data to gain insights

  • Decision making is slow and based on limited or old data

  • Business Intelligence dashboard tools are expensive

  • Maintaining a business dashboard requires additional personnel and cost

Our Solution

Affordable out of the box HVAC specific BI dashboard

(No coding or data experts required)

Visualize Data

Department Focus

Ditch the spreadsheets and outdated tools. Get data intel in one place at a glance

Track and measure performance of each department

Maintenance & Install Capacity Indicators

Break Even

Daily Revenue


Track HVAC critical metrics. Pre-built dashboards enable you to get a clear picture of the health of your business and where you can improve.

Affordable & Manageable

Most tools are over $10k to get started and then you have to build and manage everything.

Our pricing model is simple, affordable and we handle all the data for you.

Benefits of Using Our Dashboards


Most B.I. tools  are priced for enterprise level businesses. Which means small businesses lose out on the power of an effective BI tool. 


Not anymore. The Teamworks Data Visualizer is priced with the small business owner in mind –And you still get the benefits of an enterprise level tool.

Higher Quality Data

Businesses that foster a "data culture" and prioritize quality data are typically more successful.

Additionally, rather than patching together your "hacked database" you can aggregate all your data sources together for a comprehensive picture of your business health and performance.

Business Insights

  • Gauge Productivity

  • Forecast Revenue

  • Monitor Department specific performance

  • Get custom alerts based on various data points

  • Use data to make decisions, not assumptions

Improve Customer Satisfaction

  • Better picture of customer behavior patterns

  • ID buying patterns

  • Anticipate needs

  • Uncover new ways to achieve customer satisfaction

  • Monitor support logs / timelines for improved response time and content

Fast & Accurate Reporting

  • Updated relevant Reporting

  • Interactive Reports

  • Drill Downs

  • Mix / Match variables for analysis

  • Monitor financial, sales, ops, marketing, customer experience and other custom data points.

Better Operations

By aggregating multiple data sources in one place organization decisions impacting multiple departments are easier and more transparent.

Reporting becomes relevant with cross-departmental impact – and people can focus on short and long term goals with a better understanding of how their decisions will impact the organization.

Increase Revenue & Margins

  • Ask better questions and identify sales weaknesses

  • Analyze inefficiencies from aggregated sales data and discover areas where money can be saved and strategies developed to capitalize on opportunities

  • Visualize budgets and prioritize spending based on P&L performance

Market Analysis

Budgeting, planning and forecasting is essential for staying ahead of the competition and on top of market changes.

Teamworks BI helps you go way beyond basic analysis and identify trends you can use to create a competitive strategy to give your company a competitive edge.

Track external market data and match it with internal data to detect new sales opportunities and emerging markets

Ready to Try Teamworks BI?

Get your first 30 days free. No credit card required.