Reports

Goal. Read the business indicators over a range of months: leads, conversion, cases, revenue and team performance.

Prerequisites. The "View reports" permission.

Range

The "3 months", "6 months" and "12 months" buttons set the period for every block. Six months are shown by default.

Indicators

• "New leads": clients created in the period.
• "Cases opened" and "Cases closed" in the period.
• "Lead → case conversion": the share of the period's leads that ended up with a case.
• "Revenue collected": the sum of payments in "Paid" status.
• "Average to close": average days from opening to closing for the cases closed in the period.

Blocks

• "Conversion by source": for each lead "Source", how many "Leads", how many "With case" and the "Rate".
• "Active case funnel": open cases by stage type: "Intake", "Preparation", "In progress" and "Closing".
• "Cases opened vs. closed": per "Month", "Opened" and "Closed".
• "Revenue by month" and "Revenue by service": the period's collections.
• "Team performance": per "Member", "Open" cases, "Closed", "Rate", "Collected" and "Share" of the total.

When a block has no data in the period it shows "No data in this range".

Troubleshooting

• Revenue does not match the payments. Only payments in "Paid" status with a payment date within the range count; pending and overdue ones do not add up.
• A member is missing from "Team performance". Only active members with cases as responsible are listed.
• The "Reports" entry is missing under "Sales". Your role lacks "View reports".