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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
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Categories

  • Accounting and Invoicing
  • Clients and Leads
  • Contracts
  • Email and SMS
  • General
  • Managing Users
  • Price Book
  • Projects
  • Reporting
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