Reports
Date Range (for financial reports)
to
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.
Ops Uptime Report
30-day uptime, response times, and incidents per endpoint.