With the Reports feature in Agentcis, you can generate specific reports based on your requirements and export them in CSV format. By applying various filters and combinations, you can create tailored reports that provide exactly the information you need.
Importance of Reports:
Reports are essential for monitoring performance, tracking client activities, analyzing finances, and forecasting business growth. They provide data-driven insights that support better decision-making, help identify opportunities, and ensure transparency across your operations.
Agentcis offers reports under seven main categories:
Client Reports – Includes general information about leads, prospects, and clients.
Application Report – Contains all client application data.
Client by Application Report – Provides general client information with application-specific filters.
Invoice Report – Displays data of all created invoices.
Office Check-In Report – Includes data of all office check-ins.
Sales Forecast Reports – Provides revenue forecast data based on applications and interested services.
Application Sales Forecast Report – Forecast revenue from applications.
Interested Services Sales Forecast Report – Forecast revenue from interested services.
Tasks Report – Divided into two sub-reports:
Personal Task Report – Shows all tasks assigned to a particular user.
Office Task Report – Displays all tasks of team members in a branch office.
With these reports, Agentcis helps you track performance, monitor business activities, and make informed decisions with confidence.
