Reports Templates

Finance – Added Revenue Summary, Invoice Summary, Recurring Revenue (MRR/ARR), Payment Gateway Performance, Tax Report, Discount & Coupon Impact, Quotation / Estimate Funnel, Outstanding Invoices, and Cash Flow.
Projects – Added Project Health, Task Completion, Time Tracking, Resource Utilization, Project–Client Summary, Milestone Tracker, Member Performance, and Client Project Summary.
Leads – Added Lead Funnel, Lead Source ROI, Lead Aging, and Lead Group Performance.
Deals – Added Deal Pipeline, Deal Forecast, and Deal Activity Log.
Clients – Added Client Activity, Customer Lifetime Value, Company Overview, Client Geographic Distribution, Client Engagement Score, and Client Portal Engagement.
Service Catalog – Added Service Order Summary, Service Revenue Breakdown, Coupon & Discount Usage, and Recurring Service Revenue.
Support – Added Support Tickets, Ticket Open vs Close Rate, Agent Performance, Ticket Activity, and Ticket Backlog & Aging.
Meetings – Added Meeting Bookings and Meeting Engagement.
Emails Inbox – Added Email Volume & Response, Email Delivery Report, and Inbox Folder Usage.
WhatsApp – Added WhatsApp Conversation Summary and WhatsApp Agency Performance.
Forms – Added Form Submission Summary and Form Conversion.
Documents – Added Document Signature Tracking and Document Lifecycle.
Automation – Added Workflow Execution and Workflow Category Breakdown.
Team – Added Team Activity Summary, Member Deal Performance, Member Lead Performance, Member Project & Task Breakdown, Team Performance, Team Workload Distribution, Role Performance, User Activity Audit, and Login Activity.