Reports
Interactive Reports
Profit & Loss Statement
Formal P&L with income, expenses by category, and monthly breakdown
Yearly Summary
Annual overview with revenue, expenses, profit, hours, clients, and leads
Client Revenue Breakdown
Per-client revenue analysis with distribution chart and effective rates
Invoice Aging
Outstanding invoices grouped by aging buckets (current, 30, 60, 90+ days)
Metric Snapshots
Historical metric trends with sparkline charts
Pipeline Funnel
Lead conversion funnel with stage counts and drop-off rates
Lead Scores
Ranked lead scoring with engagement and value breakdown
Follow-up Reminders
Overdue and upcoming lead follow-ups with snooze controls
Project Timeline
Gantt-style milestone timeline across all projects
Utilization Dashboard
Time utilization rates and billable efficiency by client
Client Satisfaction / NPS
Net promoter score tracking and client feedback
Compare Clients
Side-by-side client comparison on revenue, hours, and health
Project Budgets
Budget tracking and burn rate per project
Weekly Digest
Week-at-a-glance with revenue, hours, deliverables, and upcoming tasks
Downloadable Reports
Date Range (for financial reports)
Monthly P&L
Revenue, expenses by category, net profit and margin for a period.
Client Revenue Summary
Per-client revenue breakdown sorted by total, with invoice counts.
Expense Export
All expenses with date, category, description, amount, and client.
Invoice Export
All invoices with status, amounts, dates, and recurring flag.
Pipeline Report
Lead counts by stage, conversion rate, top deals, follow-up needs.
Client Health Report
Health scores for all active clients grouped by status.