This report focuses on the development of project revenue.
Sales are calculated using invoices (if available) or the project total, as well as the project probability (selectable with CRM module - automatically without).
The data can be filtered by project types, project status, order type (sale, rental) and base currency.
The report also features a "smart date" filter that dynamically changes all representations based on selections to compare e.g.: this month, this year to date, this year and the previous year, etc.
This report requires the following for 100% usability:
- Easyjob XL for payment plans.
- The international package for the base currency filter.