ReportPlus – Effortles Automated Reporting Module for Perfex CRM

Descrição

Other Perfex Modules

NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

NOTE: Please feel free to contact us at lenzcreativee@hotmail.com for a complimentary module consultation and to discuss your ideas. We look forward to assisting you.

Introduction to ReportPlus – Effortles Automated Reporting Module for Perfex CRM .

Experience the power of our comprehensive reporting service for Perfex CRM. With our expertly crafted manual or automatic report generation, you gain access to over +20 vital reports that provide invaluable insights into your business operations, productivity, and financial performance.

With our ReportPlus, you can leverage data to uncover growth opportunities, mitigate risks, and drive your business forward. Experience the power of insightful reporting tailored to your specific needs.

+20 Built In Reports:

1. Total Customers – Track the number of customers in your system.
2. Projects Total Logged Hours, Billed Hours, Expenses and Billed Expenses
3. Total Expenses – Monitor and analyze your overall expenses.
4. Total Contracts – Get an overview of the total number of contracts
5. Total Leads – Keep a count of all the leads in your system.
6. Total Converted Leads – Measure the number of leads successfully converted into customers.
7. Income vs Expenses – Compare your income and expenses to assess financial performance.
8. Top 10 Staff with Most Converted Leads – Identify team members who excel in lead conversion.
9. Top 10 Staff with Most Completed Tasks – Recognize team members with high task completion rates.
10. Top 10 Staff with Most Closed Tickets – Acknowledge staff members who efficiently resolve customer tickets.
11. Expenses Based on Categories – Categorize and analyze your expenses for better budget management.
12. Payments Based on Payment Modes – Monitor payment trends across different payment modes.
13. Tasks Report – Evaluate task progress and completion rates.
14. Tickets Report – Analyze ticket status and response times.
15. Invoices Report – Gain insights into your invoicing activities.
16. Proposals Report – Monitor the status of proposals sent to clients.
17. Estimates Report – Assess the status and details of your project estimates.
18. Projects Report – Track project progress and milestones.

Generate Manual Report

Manage Generated Reports

View Generated Report

Download Report As PDF

Setup Automated Reports

Report Received On Email

Report Types

ReportPlus Menu

ReportPlus Permissions

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select upload.zip
4. Click “install” button to complete the installation.
5. Done & Enjoy.

This module has been meticulously crafted by highly experienced Perfex Developers. You can expect clean code, robust functionalities, and seamless integration with Perfex CRM, completely independent of the core framework.

Version 1.1.0 19.02.2024

Added: New Reports, Project Total Logged Hours, Project Total Billed Hours, Project Total Expenses, Project Total Billed Expenses.
Fixed: Mismatched dates on the email report.
Fixed: Reported bugs from customers.

Version 1.0.0 02.07.2023

Initial version

Work illustrations by Storyset