Preview: Yearly Activity Report For Perfex CRM
Table of Contents
Note: This is a module for Perfex CRM.
Not a standalone script.
Using this module,
You can see all the activities of your company during the year on a monthly basis.
You can see the activities of your staff on a monthly basis by filtering on a staff basis.
Activities you can see in this report
Quantity of leads
Quantity of clients
Quantity of tasks
Amount of expenses
Quantity of proposal
Amount of proposal
Amount of payment
Quantity of invoice
Amount of invoice
Quantity of project
Amount of project
Quantity of estimate
Amount of estimate
Username : [email protected]
Password : 1234
Change Logs
Version 1.0.0 / 2024-01-12
- Added a section to compare different years.
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