The Reports are provided based on the Bills raised and Conversion details.
1. Month wise Bill Summary
2. Month wise Bill
3. Conversion Statistics
4. Conversion Summary
5. Bill Details
Step 1: Month wise Bill Summary Report
Select the Month from the Month List and click on List to get the Bill Summary of that selected month.
Click on Export to get a excel export of the displayed details.
The Month wise report will be generated. Select the Month and click on List to get the Bill Details report for a specific month.
Click on Export to get a excel export as shown below.
Step 3: Conversion Statistics
The Filters such as Source List, followed by and Bill Date are given to sort the Data. Click on List.
Click on Export to get the Sorted data in Excel format.
Step 4: Conversion Summary
The Conversion Summary Report displays the Total Number of leads present, converted leads, and the total Bill Amount from all the Sources present in the application handled by the Employee/Staff.
Step 5: Bill Details Report
The details regarding the Bills raised can be filtered out using the filters given below. Click on Export to get the filtered data in Excel.
Step 6: Deleted Leads
The option to view and export the Deleted Leads by User or the Admin is Available through Deleted Leads Report.