Reports & Exports

Generate reports for business analysis.

Available Reports:

1) Sales Reports:

• Revenue by period
• Sales by client
• Sales by product category
• Quote conversion analysis

2) Client Reports:

• Client list with lifetime value
• Funnel stage distribution
• Lead source analysis
• Engagement metrics

3) Inventory Reports:

• Stock levels
• Low stock alerts
• Stock valuation
• Movement history

4) Team Reports:

• Performance by user
• Activity logs
• Time tracking
• Task completion

Export Options:

• CSV for spreadsheets
• PDF for printing
• Email scheduled reports

Date Filtering:

• Preset ranges (today, week, month, year)
• Custom date range
• Compare to previous period