Reporting
Breakdowns of reports, where the data comes from, and how to review the information.
- Lead Performance Report
- Lead and Customer Acquisition Cost Reporting
- The Lead Summary Report
- Invoices Report
- Payments Report
- Leads by Lead Source and Project Type Report
- Meeting Results Report
- Total Sales (Contracts) Report
- Sales Pipeline Report
- Commission Summary Report
- Project Baseline Comparison (Estimates vs Actuals) Report
- Production Pipeline Report
- Client Invoice Summary Report
- Subcontractor Purchase Orders Report
- The Completed Projects Report
- Sold Jobs vs Sold Contracts
- Created To-do Items Report
- Customer Acquisition Costs by Lead Source Report
- Completed To-do Items
- Outstanding To-do Items Report