Explore our Reports Feature

The Reports feature is designed to provide valuable insights into different aspects of business operations, including sales, expenses, projects, tasks, time tracking, and more.

This feature typically includes various types of reports that help businesses track performance, monitor progress, and make informed decisions.

Sales reports provide an analysis of all sales activities, including leads, deals, and revenue generated. This might include details like sales conversion rates, total revenue, and sales by representative or region.

You may be able to generate reports on deals, leads, and opportunities. These reports could display data such as total sales value, sales stages, and sales cycle metrics.

Expense reports help businesses track all their expenses, categorize them, and generate insights into spending habits. These reports typically show total expenses over a certain period, such as monthly or yearly.

You may be able to generate reports on various categories of expenses, such as travel, operational costs, or project-specific expenses. These reports can provide a deeper understanding of where money is being spent, helping businesses manage their finances more effectively.

Time tracking reports allow businesses to monitor the amount of time spent on various tasks and projects. This helps assess employee productivity, project timelines, and billing.

With time tracking features, you may have the ability to generate reports on time spent on client projects, internal tasks, and employee performance. This data can be helpful for billing clients or optimizing workflows.

Project reports provide insights into the status, progress, and profitability of ongoing and completed projects.

These reports may show project milestones, deadlines, and any delays that occurred.

These reports help businesses track invoices and payments, including outstanding invoices, payment history, and overdue amounts.

They provide insight into cash flow and outstanding receivables.