Reports & Analytics
Understand your business performance with built-in reports across pipeline, revenue, and expenses.
Available Reports
Revenue Trend
Monthly revenue over time. Compare current vs previous periods.
Pipeline Report
Deal counts and values by stage. Highlights conversion rates.
Expense Report
Spending by category, account, or date range.
Client Report
Revenue per client, deal count, and lifetime value.
Filtering & Date Ranges
All reports support custom date range filters. Select This Month, Last Quarter, Year to Date, or pick a custom start/end date. Reports update in real-time as filters change.
Exporting Data
Reports can be exported to CSV for use in spreadsheets. Use the export button in the top-right of any report view. The CSV includes all rows in the current filter — not just the visible page.
Dashboard Widgets
The main dashboard auto-populates the most important metrics: total pipeline value, collected revenue this month, overdue invoices, and recent activity. These widgets pull from the same data as the full reports.