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Professional+: Reports & Analysis

Tutorials to get the numbers you need…

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Tutorial Content

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Modules Status
1

DashBoard

2

Where is my Business Coming From?
  • New Clients, Sources & Revenue
  • Repeat Clients, Sources & Revenue
  • Referred Clients, Sources & Revenue
  • What’s My Split? New, Referral & Repeat…
  • What’s My Split? By Client Type, eg Domestic, Commercial, Letting Agent…

3

What Are My Sales For a Given Period?
  • Job Summary
  • Job List
  • Invoice Summary
  • Invoice List

4

Outstanding Invoice Report

5

Quotes Not Booked

6

Do My Marketing

Modules & Topics

DashBoard
Where is my Business Coming From?
  • New Clients, Sources & Revenue
  • Repeat Clients, Sources & Revenue
  • Referred Clients, Sources & Revenue
  • What’s My Split? New, Referral & Repeat…
  • What’s My Split? By Client Type, eg Domestic, Commercial, Letting Agent…
What Are My Sales For a Given Period?
  • Job Summary
  • Job List
  • Invoice Summary
  • Invoice List
Outstanding Invoice Report
Quotes Not Booked
Do My Marketing
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