Yearly Activity Report For Perfex CRM

Description

Yearly Activity Report For Perfex CRM

 

 

Note: This is a module for Perfex CRM. Not a standalone script.

Using this module,
You can see all the activity changes 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

 

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