ReportPlus – Effortles Automated Reporting Module for Perfex CRM

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Different Perfex Modules

NOTE: This isn’t a standalone module, the module requires Perfex CRM utility 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 .

Expertise the facility of our complete reporting service for Perfex CRM. With our expertly crafted handbook or computerized report era, you acquire entry to over +20 very important stories that present invaluable insights into your small business operations, productiveness, and monetary efficiency.

With our ReportPlus, you possibly can leverage information to uncover progress alternatives, mitigate dangers, and drive your small business ahead. Expertise the facility of insightful reporting tailor-made to your particular wants.

+20 Constructed In Experiences:

1. Whole Prospects – Monitor the variety of prospects in your system.
2. Initiatives Whole Logged Hours, Billed Hours, Bills and Billed Bills
3. Whole Bills – Monitor and analyze your general bills.
4. Whole Contracts – Get an summary of the overall variety of contracts
5. Whole Leads – Maintain a depend of all of the leads in your system.
6. Whole Transformed Leads – Measure the variety of leads efficiently transformed into prospects.
7. Earnings vs Bills – Evaluate your earnings and bills to evaluate monetary efficiency.
8. High 10 Employees with Most Transformed Leads – Establish group members who excel in lead conversion.
9. High 10 Employees with Most Accomplished Duties – Acknowledge group members with excessive activity completion charges.
10. High 10 Employees with Most Closed Tickets – Acknowledge workers members who effectively resolve buyer tickets.
11. Bills Primarily based on Classes – Categorize and analyze your bills for higher finances administration.
12. Funds Primarily based on Fee Modes – Monitor fee traits throughout completely different fee modes.
13. Duties Report – Consider activity progress and completion charges.
14. Tickets Report – Analyze ticket standing and response instances.
15. Invoices Report – Achieve insights into your invoicing actions.
16. Proposals Report – Monitor the standing of proposals despatched to purchasers.
17. Estimates Report – Assess the standing and particulars of your mission estimates.
18. Initiatives Report – Monitor mission progress and milestones.

Generate Guide Report

Handle Generated Experiences

View Generated Report

Obtain Report As PDF

Setup Automated Experiences

Report Acquired On E mail

Report Sorts

ReportPlus Menu

ReportPlus Permissions

1. Login to Perfex CRM
2. Goto Module > Put in Addons
3. Choose add.zip
4. Click on “set up” button to finish the set up.
5. Carried out & Get pleasure from.

This module has been meticulously crafted by extremely skilled Perfex Builders. You’ll be able to count on clear code, sturdy functionalities, and seamless integration with Perfex CRM, fully unbiased of the core framework.

Model 1.1.0 19.02.2024

Added: New Experiences, Challenge Whole Logged Hours, Challenge Whole Billed Hours, Challenge Whole Bills, Challenge Whole Billed Bills.
Mounted: Mismatched dates on the e-mail report.
Mounted: Reported bugs from prospects.

Model 1.0.0 02.07.2023

Preliminary model

Work illustrations by Storyset

Source