Preview: Yearly Activity Report For Perfex CRM
Table of Contents
Be aware: It is a module for Perfex CRM.
Not a standalone script.
Utilizing this module,
You possibly can see all of the actions of your organization throughout the 12 months on a month-to-month foundation.
You possibly can see the actions of your employees on a month-to-month foundation by filtering on a employees foundation.
Actions you may see on this report
Amount of leads
Amount of purchasers
Amount of duties
Quantity of bills
Amount of proposal
Quantity of proposal
Quantity of cost
Amount of bill
Quantity of bill
Amount of undertaking
Quantity of undertaking
Amount of estimate
Quantity of estimate
Username : [email protected]
Password : 1234
Change Logs
Model 1.0.0 / 2024-01-12
- Added a bit to match totally different years.
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