Report Tabs

1 min read

Seven reports covering revenue, delivery, clients, and promotions.

Overview

Each report sits on its own tab with a date-range filter and an export button. Between them they answer the questions you actually run the agency on — what came in, what is selling, who is buying, and where work is piling up.

The Seven Reports

Revenue
Revenue over time, totals, and trends
Services
Performance per service
Clients
Client acquisition and activity
Orders
Order volume, per-status view, and assigned orders with a drill-in
Statuses
Order status distribution
Accounts
Client account balances
Coupons
Coupon usage with a per-coupon service breakdown
Route: /reports
Every tab: has its own date-range filter and export button.

Tips & Best Practices

i

Compare the Services report against the Statuses report. A service that sells well but always stalls at the same stage is a delivery problem, not a sales one.