Reports
Reporting workspace
Sales funnel, pipeline, proposals, bookings, and activity reporting in one place.
Sales overview
Pipeline, funnel headlines, proposal acceptance, top lead sources.
Sales funnel
Business lookup → assessment → booking → opportunity → closed won.
Pipeline
Stage / owner / package breakdown, weighted forecast, stale opps.
Proposals
Sent / viewed / accepted, time-to-view, follow-up list.
Bookings
Consultation type, employee distribution, lookup conversion.
Activities & tasks
Calls / emails / meetings / notes, completion, overdue follow-ups.
Still landing
Service, finance, and HR reporting depend on those workspaces collecting more live data.
- Service reports wait on the PSA read layer collecting enough ticket / alert mirror data.
- Finance reports wait on the Finance workspace going live.
- Custom dashboards / BI builder are deferred — the current sprint covers the canonical report set.