Reports & Dashboards

The Dashboard answers “how are we doing”; the Pipeline answers “what needs doing now”. Most other reporting hangs off the two.

The reports

• Dashboard — every chart, what it shows and how to switch it on.
• Pipeline — the live board of contacts by sales-cycle step.
• Jobs Board — signed work, margins and balances.

What the numbers are built from

• Sales Cycle Settings — the steps and their reporting milestones.
• Lead Sources — source attribution and cost tracking.
• Opportunities — deal size, odds and close dates.
• Log-a-Call & Log Codes — reason and disposition reporting.