Reports
Get a clear view of your business performance with CRM analytics covering revenue, pipeline health, team activities, and sales conversion — all in one place.
Key Features
- Time Period Filter: Switch between 7 days, 30 days, 90 days, or 1 year to focus on the timeframe that matters
- Overview Dashboard: Eight key metrics at a glance — revenue collected, outstanding invoices, new accounts, new projects, win rate, average deal size, activities logged, and won/lost counts
- Revenue Report: Monthly revenue bar chart with breakdowns by top accounts and project type
- Pipeline Report: See all active projects by stage (Lead, Proposal, Contracted, In Progress, On Hold), broken down by project type, with an aging list that flags stale leads and proposals
- Activities Report: Track daily activity volume, task completion rate, activity types, and which accounts are getting the most attention
- Conversion Report: Monitor your quote funnel (sent → accepted → declined), contract signing rate, average days to close, and monthly conversion trends over 12 months
How to Use
- Open the Reports page from the sidebar
- Select a time period using the buttons at the top (7 Days, 30 Days, 90 Days, 1 Year)
- Click a report tab — Overview, Revenue, Pipeline, Activities, or Conversion — to switch views
- Review the charts and tables; the page updates instantly when you change the period or tab
Tips
- Start with Overview to get a quick health check on your business before diving into specifics
- The Pipeline report highlights an aging list — any lead or proposal sitting for more than 30 days is flagged in red, so you know where to follow up
- Use Activities to spot quiet periods and make sure key accounts are getting consistent attention
- The Conversion report's monthly trend table shows your quote acceptance rate over time, making it easy to see if your close rate is improving
- Revenue breakdowns by account and project type help you identify your most profitable client segments