Reports & Analytics
Visual insights into your sales performance.
Use
Case
Payroll
Scenario: Monthly Commissions
It's end of month. You need to calculate 5% commission for all estimates "Accepted" this month.
1. Filter Date Range (This
Month)
2. Filter Status
"Accepted"
3. Download CSV
Exporting Data
You can export raw data for external analysis or accounting.
Available Reports
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Sales Summary (CSV) Totals by client, month, and status. Best for commission calculation.
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Conversion Metrics View your "Win Rate" (Accepted / Total Sent) over time.