CRM Reports & Financial Overview

Tracking Your Business Performance

The CRM Dashboard and reporting features give you a clear picture of your financial health and pipeline status.

Dashboard Metrics

The CRM Dashboard shows at a glance:

• Total Active Clients
• Active Orders – Orders in enquiry, quoted, confirmed, or deposit paid status
• Pending Invoices – Invoices that have been sent but not yet paid
• Pending Quotes – Quotes awaiting client response
• Pending Client Questions – Unanswered messages from clients on quotes

Financial Statistics

View your financial performance by month or year:

• Invoiced Amount – Total value of invoices issued
• Paid Amount – Total payments received
• Outstanding Amount – Money still owed

Pipeline Alerts

The Dashboard highlights items needing attention:

• Upcoming Orders – Orders due in the next 30 days
• Overdue Invoices – Invoices past their due date
• Expiring Quotes – Quotes expiring within 7 days
• Recent Clients – Your newest client additions