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Reports

 
Activity Reports 
  • Activity Form 
  • Summarize Appointment 
  • Daily Report 
  • Sale Performance
Leads Reports 
  • Leads Report
  • Leads Non Moving
  • Leads Label
Contacts and Accounts Reports
  • Details of Customers Report
  • Customers Non Moving Report
  • Contact Role Report
  • Anniversary Customer Report
  • Customers Relation Frequency
  • Customers Label
Opportunity Reports 
  • Opportunities by Lead Source
  • Opportunities by Stage
  • Opportunities by Type
  • Opportunities Close (Won /Lost)
  • Opportunities downgraded
  • Opportunities Win Rate Analysis
  • Opportunity Pipeline
  • Top 10 Opportunity by Revenue
  • Partner Opportunities
  • Deal Overdue
  • Big Deal
Marketing Reports 
  • Marketing List Report
  • Campaigns Report
  • Campaigns Response
  • Campaign Revenue Report
  • Items in Campaign
  • Campaign Close
Contract Reports 
  • Contract Report
  • Contract Authority Report
  • Contract Staff Report
  • Contract History Report
  • Overdue Contract Report
  • New Contract Report
  • Extend Contract Report
Solution Reports 
  • Solution Report
  • Top Rating Solution Report
Customer Service Reports
  • Customer Service Report
  • Customer Service Close Report
  • Employee Performance Report
  • Reason of Incorrect Answer
         
Sale Reports 
  • Quotations Report
  • Orders Report
  • Invoices Report
  • Shipment Report
  • Sale Ranking
  • Top Sale
  • Compare Sale Target / Sale Amount Report
  • Compare Total Sale Amount Report (12 Month)
  • Compare Total Sale Amount Report (Monthly)
  • Compare Total Sale Amount Report (Year)
  • Compare Total Sale Quantity Report (12 Month)
  • Compare Total Sale Quantity Report (Monthly)
  • Compare Total Sale Quantity Report (year)
  • Forecast Sales Revenue
  • Summarize Sale
  • Losing Customer
  • Losing Revenue
  • Quotation Do Not Order
  • Order Do Not Invoice
  • Remain Order
  • Net Sale Amount
Maintenance fee Reports  
  • Invoice Of Maintenance fee Report
  • Invoice Of Maintenance fee Report (Explain)
  • Overdue Invoice of Maintenance fee Report
  • Compare Invoice of Maintenance fee Report (12 Month)
  • Compare Invoice of Maintenance fee Report (Renewed Contract)
Case Reports 
  • Case Report
  • Solution of Case Report
  • Case Close Report
  • Case Overdue Report