Business Insights & Performance Reports
Gain valuable insights into sales performance, employee working hours, and proposal engagement. Track sales trends, compare worked versus invoiceable hours, and monitor proposal success rates. Use data-driven reports to optimize strategies, improve efficiency, and enhance client interactions.
Sales Insights and performance analytics
Get a complete overview of sales and performance insights. Track sales trends, monitor service-specific and employee-driven sales, generate customer sales reports, and analyze revenue data to refine and optimize your sales strategies.
Employee Hours Analysis & Comparison Report
Generate detailed reports on each employee's working hours based on their schedule and tasks. Compare actual worked hours with invoiceable hours and recorded clock-in/out times for better accuracy and insights.
Proposal success and engagement report
Track the success rate of sent proposals, monitor their status (approved, on-hold, or denied), and analyze engagement metrics. Additionally, gain insights into proposal view counts to gauge client interest and take timely action.
Manage your time efficiently with Scheduling
Harness the power of smart scheduling, automated invoicing, and precise time tracking to streamline your workflow and boost productivity.