Reports

Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes.  Main Information  The top bar contains the fields for modifying the date range of the repo...

Overview Organizations may take advantage of our add-on feature, "Report Subscriptions" to save time and effort on a weekly or monthly basis.  This features is available in MarketPlace (or perhaps is already available to an organization by the...

Overview The Pulse Report is designed to highlight trends and progress , rather than absolute numbers. It helps answer key questions like: How am I performing against my goals and forecast? How are my sales agents performing? This rep...