Reports
All Features
Section titled “All Features”Company Summary ReportDynamics of key business metrics in charts, numbers, and percentages
Action LogTrack key employee activities in the system
«Salary» ReportInformation on all employee accruals and payments
Income and Expense ReportA table that shows where the main funds are spent and where the income comes from
«Profit on orders» ReportAutomatic report for calculating profit from orders
Difference Between the “Products & Services Report” and “Order Profit”What’s the difference between the reports and why the numbers don’t match?
«Sales Profit» ReportAutomatic report for calculating profit from sales
«Payment Summary» ReportWhich payment methods and how much revenue the company earns
«Refunds» ReportAll completed refunds in one place
Product ReportKey metrics on revenue and profit, recommendations for optimizing stock and improving profitability
Minimum balance reportInventory control in HelloClient CRM:convenient product tracking and monitoring
Reports on Products and ServicesFind out which items generate the most profit
«Orders by Field» ReportFind out which issues or devices clients most often request service for
«Clients by Field» ReportFind out which advertising source is most effective
«Stock Balances» ReportCheck the current quantity of products in stock
«History» ReportComplete history of product movement in the system
CRM TrendsVisualize data with clear charts and diagrams