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Data Management

See all your business data together in one place

Connect data from 25+ tools

Simply hook up each of your current tools to Wink and start building stunning reports from your raw data.

  • Unlimited account connections
  • Unlimited data volumes (no caps if you grow!)
  • Dynamic data that is always up to date

See all integrations

Connect software

Choose from a range of report templates

Get set up fast with popular off-the-shelf report templates that are ready to go, so that you get insights from day one.

See all templates

ServiceM8 business performance dashboard

Build your ideal report from the ground up

If you prefer to custom build your reports, you can with Wink’s easy-to-use, drag-and-drop report builder. Pull together your most important numbers in minutes.

  • Simple drag-and-drop builder
  • Set your own filters, formulas and date ranges
  • Choose from a variety of charts

Watch this intro to custom reports

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Merge data from different tools

Combine data from different sources and various software tools in Wink to see the full picture. Blending the metrics you track across your organization unlocks powerful business intelligence and insights that help you drive growth and mitigate risks.

Watch this intro to merged reports


Advanced Report Tools

The flexibility of Excel, but with live data


All the powerful formulas that you want from Excel or Google Sheets, but without the headache of multiple files, out-of-date data, or human error.

Wink drop-kicks complexity and gives you back flexibility. Use formulas to filter data, create new columns, and operate across multiple rows.


Data grouping

Easily organize your data into groups and view SUMS, AVERAGES and other calculations for each line item, group and for your whole business. Easy. 

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Pivot tables

Build pivot tables for the groups that you care about to get insights into the performance of different segments of your business by product, service, category and more.


Conditional formatting

Highlight and spot trends and outliers in your data at a glance, based on specific conditions that you can set.


No credit card required. 14-Day trial.

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Machine Learning

Ready to build your own ML model with Wink?

Work with us to create a custom ML model that allows you to query large data sets, conduct data analysis, generate advanced forecasts, and more!


Supercharge your reports with automation

Automate repetitive tasks

Save time by setting all your regular manual reporting tasks to cruise control. Never do these tasks manually again:

  • Email fulfillment warehouse as new orders come in
  • Print serial number stickers during product assembly
  • Create follow-up tasks and much more!
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Stay notified of changes

Receive snapshots and notifications of important events that happen inside your business, so that you can act on them right away.

You and your team can receive notification by email, Slack or SMS.

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Advanced business rules

Set up your own Excel-like IF statement rules to control and label your data how you like it. No clumsy flowcharts - just standard formulas on a spreadsheet report.


Create multi-step actions

When an important event happens in your business, you can trigger a series of follow-up actions.

Our simple rule builder helps you to visualize and customize workflows to suit your processes. 

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No credit card required. -Day trial.

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Frequently asked questions

Can I connect to our custom CRM/data source?

For custom data sources, you can import data via Excel or use integrations like File Import, Google Sheets, Dropbox, and SharePoint.

Can I customize a dashboard?

You can! Here's a quick intro to dashboard basics to watch.

Does Wink offer tutorials on how to use features?

Yes, we do! We offer one-on-one training during your onboarding, a library of tutorial videos, a knowledge hub, and quick access to fast, friendly support. Take a look at our tutorial videos on YouTube or browse our knowledge hub articles

What software works with Wink Reports?

We specialize in delivering business intelligence for businesses operating in two main categories:

  1. Trade and field services
  2. Inventory management
You’ll find a range of over 25 software platforms that are already integrated and ready to use with Wink Reports, covering operations, finance, marketing and more. Browse the full list on our integrations page.

Can I automatically schedule reports for my team?

Yes, you can! You can schedule reports to your team quickly and easily in Wink Reports - send reports by email, SMS or via a shared URL. You can also send a snippet of data to track trends or review key metrics. 

Does Wink store my data on its servers?

You may have seen reference to the responsibilities of “data processors” and “data controllers” under the General Data Protection Regulation (GDPR). Here is more information on the GDPR.

A data controller is an entity responsible for the means, purposes, collection, entry, use and retention of personal data.

A data processor is an entity that processes personal data on behalf of a controller, in accordance with their instructions.

In your business relationship with Wink Reports, you are the data controller of your own personal information and that of your customers and others that you enter or import into your account; Wink Reports is the data processor.

You determine and control the entry, use and retention of any personal information within your account, and under the GDPR you have direct responsibility for how you use your customers’ personal data with Wink Reports.

Wink Reports processes this information as part of the service we provide, in accordance with your instructions and Wink Reports’ Privacy Policy and Terms of Service.

Is my data secure?

The General Data Protection Regulation (GDPR) is the most significant change to data privacy regulation in recent history, and introduced regulatory responsibilities to both Wink Reports and its users around the handling of personal information.

Wink Reports is committed to the security and privacy of your personal information and account data, and enables you to meet your own GDPR obligations in respect to handling the personal information of your own clients.

Simpler reporting 3 steps

Simpler reporting in 3 steps

Wink Reports was made for business owners, not data analysts. Getting the report you need is as easy as 1-2-3... Connect, create and gain insights!


No credit card required. -Day trial.