NOTE: This isn’t a standalone module, the module requires Perfex CRM utility put in, this can be a module for Perfex CRM.
NOTE: Please be at liberty to contact us at [email protected] for a complimentary module session and to debate your concepts. We look ahead to helping you.
Table of Contents
Introduction to ReportPlus – Effortles Automated Reporting Module for Perfex CRM .
Expertise the ability of our complete reporting service for Perfex CRM. With our expertly crafted guide or automated report technology, you achieve entry to over +20 very important stories that present invaluable insights into your enterprise operations, productiveness, and monetary efficiency.
With our ReportPlus, you’ll be able to leverage knowledge to uncover progress alternatives, mitigate dangers, and drive your enterprise ahead. Expertise the ability of insightful reporting tailor-made to your particular wants.
+20 Constructed In Reviews:
- Complete Prospects – Observe the variety of clients in your system.
- Complete Bills – Monitor and analyze your general bills.
- Complete Contracts – Get an summary of the entire variety of contracts
- Complete Leads – Hold a rely of all of the leads in your system.
- Complete Transformed Leads – Measure the variety of leads efficiently transformed into clients.
- Earnings vs Bills – Examine your earnings and bills to evaluate monetary efficiency.
- High 10 Employees with Most Transformed Leads – Determine crew members who excel in lead conversion.
- High 10 Employees with Most Accomplished Duties – Acknowledge crew members with excessive job completion charges.
- High 10 Employees with Most Closed Tickets – Acknowledge employees members who effectively resolve buyer tickets.
- Bills Based mostly on Classes – Categorize and analyze your bills for higher funds administration.
- Funds Based mostly on Cost Modes – Monitor cost traits throughout completely different cost modes.
- Duties Report – Consider job progress and completion charges.
- Tickets Report – Analyze ticket standing and response instances.
- Invoices Report – Acquire insights into your invoicing actions.
- Proposals Report – Monitor the standing of proposals despatched to shoppers.
- Estimates Report – Assess the standing and particulars of your mission estimates.
- Tasks Report – Observe mission progress and milestones.
Generate Handbook Report
Handle Generated Reviews
View Generated Report
Obtain Report As PDF
Setup Automated Reviews
Report Acquired On E mail
- Login to Perfex CRM
- Goto Module > Put in Addons
- Choose add.zip
- Click on “set up” button to finish the set up.
- Performed & Take pleasure in.
This module has been meticulously crafted by extremely skilled Perfex Builders. You may count on clear code, strong functionalities, and seamless integration with Perfex CRM, fully impartial of the core framework.
Launch Notes – Change Logs:
Model 1.0.0 02.07.2023
- Preliminary model
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