Reports
Pipeline, delivery health and collected revenue.
What it is
Reports summarise the numbers that matter across sales, delivery and finance.
Includes
- Revenue trend from paid invoices by month.
- Pipeline and forecast summaries.
- Shortcuts into the underlying modules.
Report builder
- Open Report builder to pick a dataset (Leads, Clients, Invoices, Projects, Tickets, Time…).
- Toggle columns, filter rows, and export the exact view to CSV.
Email digest
- Turn on a Daily or Weekly digest to email a KPI snapshot to workspace admins automatically.
- The snapshot covers pipeline, new leads, overdue tasks, open tickets and outstanding invoices.