ReportPlus – Effortles Automated Reporting Module for Perfex CRM

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ReportPlus – Effortles Automated Reporting Module for Perfex CRM

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Other Perfex Modules

NOTE: This isn’t a standalone module, the module requires Perfex CRM software put in, this can be a module for Perfex CRM.

NOTE: Please be at liberty to contact us at lenzcreativee@hotmail.com for a complimentary module session and to debate your concepts. We look ahead to aiding you.

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

Experience the ability of our complete reporting service for Perfex CRM. With our expertly crafted guide or automated report era, you achieve entry to over +20 very important studies that present invaluable insights into your online business operations, productiveness, and monetary efficiency.

With our ReportPlus, you may leverage knowledge to uncover development alternatives, mitigate dangers, and drive your online business ahead. Experience the ability of insightful reporting tailor-made to your particular wants.

+20 Built In Reports:

1. Total Customers – Track the variety of clients in your system.
2. Projects Total Logged Hours, Billed Hours, Expenses and Billed Expenses
3. Total Expenses – Monitor and analyze your total bills.
4. Total Contracts – Get an summary of the overall variety of contracts
5. Total Leads – Keep a rely of all of the leads in your system.
6. Total Converted Leads – Measure the variety of leads efficiently transformed into clients.
7. Income vs Expenses – Compare your earnings and bills to evaluate monetary efficiency.
8. Top 10 Staff with Most Converted Leads – Identify group members who excel in lead conversion.
9. Top 10 Staff with Most Completed Tasks – Recognize group members with excessive process completion charges.
10. Top 10 Staff with Most Closed Tickets – Acknowledge workers members who effectively resolve buyer tickets.
11. Expenses Based on Categories – Categorize and analyze your bills for higher finances administration.
12. Payments Based on Payment Modes – Monitor cost traits throughout totally different cost modes.
13. Tasks Report – Evaluate process progress and completion charges.
14. Tickets Report – Analyze ticket standing and response occasions.
15. Invoices Report – Gain insights into your invoicing actions.
16. Proposals Report – Monitor the standing of proposals despatched to shoppers.
17. Estimates Report – Assess the standing and particulars of your undertaking estimates.
18. Projects Report – Track undertaking 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 add.zip
4. Click “set up” button to finish the set up.
5. Done & Enjoy.

This module has been meticulously crafted by extremely skilled Perfex Developers. You can anticipate clear code, strong functionalities, and seamless integration with Perfex CRM, fully impartial 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 e-mail report.
Fixed: Reported bugs from clients.

Version 1.0.0 02.07.2023

Initial model

Work illustrations by Storyset

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