Reports

You can only manage what you can measure. With Workice CRM, manage the way your business is run with reporting that breaks down key metrics relating to your sales trends, invoices, projects, expenses and more. Reports are a great way to not only see how you’re doing, but also forecast where you’re going in the future.

Attention

All the charts and statistics displayed in the reports section will use your base currency.

Invoices Report

Your Invoice Details Report gives you a comprehensive overview of all Invoices you have generated in a given time period. You can run an Invoice Report by doing the following:

  • Click on the Reports tab
  • Select Invoices module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Clients – You can run Client(s) specific Invoice reports if necessary
  • Recurring – Choose to only include recurring invoices
  • Status – Choose to only include Invoices with specific statuses (such as Not Paid, Fully Paid, Cancelled etc)
  • Sent – Only display sent invoices

Deals Report

These options are for simple and effective analysis of the bottom line: winning or losing deals.

These reports are excellent milestone reports, to demonstrate how many deals were closed in the account.

Note

If you have setup cron correctly, sales velocity and conversion rate will be calculated daily at 04:00.

Sales velocity

  • Displays the average amount of time a deal’s creation until the deal it marked as WON or LOST.
  • Recommended for gaining insight into how effective your users or processes are in closing deals quickly.

Conversion Rate

  • Displays how many deals are won compared to the total number of deals.
  • Recommended for knowing if you lose many of your deals allowing you to make improvements to address any issues.

Deals won

  • Displays the number of deals marked as WON in a particular month.
  • Recommended for an easy at-hand report of how your business is bringing in income through its sales process.

Deals lost

  • Displays the number of deals marked as LOST in a particular month.
  • Recommended for an easy at-hand report of the deals that did not make it through, allowing you to do better in the future.

You can run Deals Report by doing the following:

  • Click on the Reports tab
  • Select Deals module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Pipeline – You can run reports for a specific pipeline
  • Stage – Choose to only include deals in specific stage
  • User – Choose to only include deals assigned to a user
  • Status – Only display deals in open, won or lost status

Leads Report

A CRM leads report shows you how many leads your sales team has acquired in a given time frame, as well as the lead source and stages. You can run leads report by doing the following:

  • Click on the Reports tab
  • Select Leads module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Stage – Choose to only include leads in specific stage
  • Source – You can run reports for a specific lead source e.g Google
  • Sales Agent – Choose to only include leads assigned to a user
  • Archived – Only display archived/unarchived leads

Expenses Report

The Expense Report breaks down all of your expenses into detail. You can run expenses report by doing the following:

  • Click on the Reports tab
  • Select Expenses module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Client – Choose to show expenses for a specific client
  • Project – You can run reports for a specific project
  • Billable – Choose to only include billable expenses
  • Billed – Only display billed/unbilled expenses
  • Category – Only display expenses in a specific category

Payments Report

Your Payments Report breaks out all of the payments you have recorded in Workice. You can run payments report by doing the following:

  • Click on the Reports tab
  • Select Payments module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Project – You can run reports for a specific project
  • Client – Choose to show expenses for a specific client
  • Invoice – Choose to only include payments for an invoice
  • Payment Method – Only display payments received in a specific payment provider

Estimates Report

The estimates report shows you how many estimates have been sent, approved or rejected in a given time frame. You can run estimates report by doing the following:

  • Click on the Reports tab
  • Select Estimates module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Client – Choose to show estimates for a specific client
  • Status – Choose to show accepted, declined or pending estimates
  • Sent – Include only those estimates that have been sent/not sent
  • Invoiced – Choose to only include invoiced or uninvoiced estimates

Credits Report

The creditnotes report shows you how many credits have been closed or open in a given time frame. You can run creditnotes report by doing the following:

  • Click on the Reports tab
  • Select Creditnotes module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Client – Choose to show credits for a specific client
  • Status – Choose to show open or closed credits
  • Sent – Include only those credits that have been sent or not sent

Projects Report

Within Workice Projects, you can generate a project report, designed to give you an overview of all projects within your CRM. You can run projects report by doing the following:

  • Click on the Reports tab
  • Select Projects module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Client – Choose to show projects for a specific client
  • Status – Choose to show active, done and on hold projects
  • With Contract – Include only those projects which has a contract or does not have a contract

Tasks Report

The Tasks Report lists all tasks in your CRM, and allows you to filter by stage, milestone and task project. You can run tasks report by doing the following:

  • Click on the Reports tab
  • Select Tasks module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Project – Choose to show tasks for a specific project
  • Milestone – Choose to show tasks linked to a specific milestone
  • Stage – Include only those tasks in a particular stage
  • User – Include only those tasks created by a particular user

Timesheet Reports

The Timesheet Report is a very helpful way for your business to review how much time is being spent on a given project and by whom. Time Reports show the hours and billable information for each project, task and team member.

You can run time report by doing the following:

  • Click on the Reports tab
  • Select Timesheets module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Project – Choose to show time entries for a specific project
  • Task – Choose to show time entries for a specific task
  • Billable – Include only those time entries that are billable or unbillable
  • User – Include only those time entries created by a particular user

Ticket Reports

The tickets report show the number of tickets created and solved by date.

You can run tickets report by doing the following:

  • Click on the Reports tab
  • Select Tickets module from the Modules dropdown menu.
  • Click Reports button.

There are a few options you can change when generating reports;

  • Date Range – You can set a date range you would like this report to include information within
  • Reporter – Choose to show only those ticket opened by a specific user
  • Status – Choose to show tickets in specified status e.g open, closed etc
  • Department – Choose to show tickets for a specific department
  • Priority – Choose to show tickets that have low,high or medium priority

Agent Performance

You can view agent performance by clicking on Type button in the Ticket Reports page.

The agent performance table contains the columns below;
  • Name: Ticket agent name
  • Comments: The number of ticket comments posted by the agent
  • Resolved: The number of tickets solved by the agent
  • Feedback: The percentage number of happy customer feedbacks

Ticket Feedbacks

You can view ticket ratings by clicking on Type button in the Ticket Reports page.

The ticket feedback table contains the columns below;
  • Name: Ticket requester name
  • Ticket: The ticket that the ticket requester rated
  • Date: Date when the rating was received
  • Rating: Whether the client was happy/dissatisfied