A report that agrees with the screen it summarises.
Sales, expenses, income against expenses, leads and timesheets, plus goals, surveys and a dashboard — and a second, chart-led view on every list in the product, not only these five.
Three questions these reports answer
What did we invoice, and what actually arrived?
Invoiced is dated by the invoice; collected is dated by the payment. The report says which, so nobody has to guess why two figures differ.
Are we ahead of or behind our own goal?
A revenue, conversion or new-customer target, measured from the records themselves rather than typed in by hand.
Where does a report’s number come from
The same records the list beside it shows. A report can never disagree with the screen it summarises.
Kept per currency
Each currency your firm invoices in gets its own row and its own chart. Nothing is converted at a rate somebody picked, so a pound and a dollar are never quietly added into a number that means nothing.
Read it your way
Every chart has a table beside it, one click away — for a phone, for a screen reader, or because someone would simply rather read the numbers. Every report exports to CSV, and a member who sees only their own customers sees reports of only their own customers, the same access rule as everywhere else in the product.
Goals and surveys sit alongside the five report types on the same dashboard.