Sales and leads reports

A reference for the reports in two categories: Sales & Revenue and Leads & Bookings. For how to open, read and export a report, see Run a report.

Sales & Revenue#

Revenue Overview#

Monthly invoiced revenue, against the period before.

• Figures: Invoiced, Invoices, Avg invoice, Credit notes.
• Chart and breakdown: invoiced by month against the period before; revenue by job category.
• Table: the invoices in the period.
• Counts by: invoice date. Credit notes are counted separately, and void invoices are left out.

Invoice Summary#

Every invoice raised in the period.

• Figures: Invoices, Value, Largest, Voided.
• Chart and breakdown: invoices raised per month against the period before; invoices by job category.
• Table: all invoices, with due date and amounts with and without GST.
• Counts by: invoice date. The summary also says how many invoices have no due date.

Aged Receivables#

What customers owe you, by how overdue it is.

• Figures: Total owing, Current, 31–60 days, 90+ days.
• Chart and breakdown: balance in each age band (Current, 1–30, 31–60, 61–90, 90+); the customers who owe the most.
• Table: outstanding invoices, with days overdue and a status of Current, Overdue or Escalate.
• Counts by: how things stand today. The reporting period isn't used.
• Needs: invoices with an amount still owing. If invoice balances aren't recorded in Systemise, the report shows Not tracked in Systemise.

Payment Trend#

How quickly customers pay, against their payment terms.

• Figures: Avg days to pay, Paid on time, Collected, Slowest.
• Chart and breakdown: average days to payment; results by payment term.
• Table: recent payments, each marked On time or Late.
• Counts by: the date of the bank transaction matched to the invoice.
• Needs: bank statement lines matched to invoices. Without them the report shows Not tracked in Systemise.

Customer Ranking#

Your top customers by invoiced revenue.

• Figures: Active customers, Top 10 share, Avg per customer, New customers.
• Chart and breakdown: revenue for the top 10 customers, this period against the period before; revenue by contact group.
• Table: every customer invoiced, with their figures for the period before and a trend.
• Counts by: invoice date. New customers are contacts created in the period.

Credit Notes#

Credit notes issued, and how they compare with revenue.

• Figures: Credit notes, Value credited, Avg note, Against revenue.
• Chart and breakdown: credit notes issued by month; value by job category.
• Table: each credit note, with its contact, job and category.
• Counts by: credit note date.

Leads & Bookings#

Source Performance#

Which lead sources bring leads, and which bring work.

• Figures: Leads, Converted, Won value, Best source.
• Chart and breakdown: leads against conversions by source; won value by source.
• Table: each source with its leads, conversions, conversion rate, won value and a verdict (Scale up, Watch, Review or Too few).
• Counts by: the date the contact was created. A lead is a contact with a lead source set; contacts without one aren't counted. A lead counts as converted once it has a quote.

Source Trend#

How lead volume from each source is moving.

• Figures: Lead volume, Best month, Growing source, Declining source.
• Chart and breakdown: leads per month against the period before; each source's share, this period against the period before.
• Table: each source's leads now and before, the change, and its share.
• Counts by: the date the contact was created. Only contacts with a lead source are counted.

Booking Volume#

How many bookings you take, and on which days.

• Figures: Bookings, Per working day, Converted, All day.
• Chart and breakdown: bookings per month against the period before; bookings by day of the week.
• Table: the bookings in the period, with contact, employee, start, hours and status.
• Counts by: booking start time.

Booking Status#

Bookings that converted, and the ones needing attention.

• Figures: Bookings, Converted, Overdue, Unassigned.
• Chart and breakdown: converted against overdue by week; bookings by current status.
• Table: only bookings that are overdue or have no employee.
• Counts by: booking start time.

Conversion Funnel#

How leads move to quotes, acceptances and invoices, and where they drop out.

• Figures: Leads, Quoted, Accepted, Invoiced.
• Chart and breakdown: quotes sent against accepted, by month; drop-off at each stage.
• Table: one row per stage (Lead captured, Quote sent, Quote accepted, Job created, Quote declined), with value and a health rating.
• Counts by: contact created date for leads, quote created date for quotes, and the date of the status change for acceptances.

Lead Response Time#

How long new contacts wait for a first contact from you.

• Figures: Median response, Same day, Over a week, Fastest source.
• Chart and breakdown: median days to first contact, by month; contacts in each response band.
• Table: the slowest leads to be answered.
• Counts by: the date the contact was created. First contact is the first booking or quote raised for them.
• Needs: contacts created in the period with a booking or quote raised since. Without any, the report shows Not tracked in Systemise.