This module for Perfex CRM provides comprehensive insights into your company’s yearly activities on a monthly basis. Additionally, it allows you to view your staff’s monthly activities by filtering based on individual staff members.
Activities you can see in this report
Quantity of leads
Quantity of clients
Quantity of tasks
Amount of expenses
Quantity of proposal
Amount of proposal
Amount of payment
Quantity of invoice
Amount of invoice
Quantity of project
Amount of project
Quantity of estimate
Amount of estimate
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