Advance Report - Elevate Rise CRM with Automated Reports

Overview

Report plugin is available by default in Rise CRM but it works like a normal plugin. But we have created an advanced report plugin for our client as per his needs with advanced features. With the help of our Advance Report, you can have Advance report analyses new opportunities, forecast risk and grow your organization to the next level.

Advance Report – Elevate Rise CRM with Automated Reports

Embark on a transformative journey with our sophisticated reporting service tailored for Rise CRM. Uncover the full potential of data insights and elevate your business decisions with our comprehensive reporting capabilities.

20+ essential reports delivering invaluable insights into key facets of your business operations, productivity, and financial performance. Gain a comprehensive understanding of your organizational dynamics through our robust reporting.

Unlock the potential of tailored and insightful reporting designed to meet your specific business needs now.

With the help of our Advance Report Plugin, with the Advance report analyses new opportunities, forecast risk and grow your organization to next level.

Total Customers – Effortlessly monitor and analyze total and new customers.
Total Expenses – Analyze and monitor your overall expenses.
Total Contracts – Comprehensive overview of your contractual landscape by tracking the total number of contracts
Total Leads – Keep a count of all and new leads in your system.
Converted Leads – Measure leads converted into customers.
Income vs Expenses – Evaluate financial performance by comparing income and expenses effectively.
Top 10 Staff with Most Completed Tasks – Identify top-performing team members with exceptional task completion rates..
Top 10 Staff with Most Closed Tickets – Recognize team members for adeptly resolving customer tickets with efficiency..
Expenses Based on Categories – Enhance budget management through effective categorization and analysis of expenses.
Payments Based on Payment Modes – Track payment trends across various modes for insightful monitoring.
Projects Report – Efficiently track project progress and milestones for informed decision-making.
Tasks Report – Assess task progress and completion rates for effective project management.
Tickets Report – Examine ticket status and response times for efficient issue resolution.
Proposals Report – Track the status of client proposals with ease.
Estimates Report – Evaluate the status and details of your project estimates with precision.
Invoices Report – Attain valuable insights into your invoicing activities
And Many More......