Agentcis provides report to keep track of activities of Clients, Applications, Invoices, Office check in, Sales Forecasts and Tasks. You can also export these reports to your computer in CSV Format.
Agentcis report gives a complete view of your business with updates. You can filter, segregate and export the report created by the system. You can create detailed information of your day to day work using the report feature.
Client Report- Gives the detailed view of all the contacts in the system (that is lead, prospects and contacts) and all their information.
Application Report- Tracks all the applications in the system in detail.
Invoice Report- Gives you detailed idea of your Company’s Accounts.
Office Check-In Report- Shows all the office check in that has been recorded in the system along with the contact information and check in time.
Sales Forecast - The sales forecast report is divided in two parts that is Application Sales Forecast and Interested Services Sales Forecast.
In Application Sales Forecast Report you can get the sales forecast of all the applications of the contact running currently.
In the Interested Sales Forecast Report you can get the sales forecast for all the services that your client is interested in but have not been converted yet into applications.
Tasks Report- The task report is divided in two. The personal task report and the office task report. In a personal task report you can generate the report of the task assigned to a particular user.
In the office task report you can generate the report of the task of a single branch office.