REPORTING

Whether a seasoned or a budding venture reports help in providing some important details which can be used to help develop future forecasts, marketing plans, guide budget planning while also helping improve decision making.

As a manager, you can utilize our platform’s reporting section to help you track the progress, identify any new trends or irregularities which may call for some investigations.

Some of our reporting categories include sales reports, expenses reports, expenses vs Income reports, Leads reports, timesheet overview and also the Royalty and Aging Reports. Some other important reporting tools include:

• Tax invoice reports, payments, items reports, credit note reports, quote reports, order reports and also current work in progress reports which will help you track the various aspects of your business.

• Chart based reports including total income reports, payment modes reports, Total value by customer Group and even purchase order reports

• Expenses reports including month on month reports, total expenses capture

• Lead reports which will help you measure your return on marketing

• Royalty report which is calculated from the various invoices generated in the month and which helps calculate royalty based on turnover generated including other aspects like market fund contribution.