General Reports
General reports provide company-wide analytics that span multiple departments, including sales tracking, commission management, employee information, and cross-functional metrics.
Available Reports
| Report | Description |
|---|---|
| All Sales | Company-wide sales overview |
| Commission | Sales commission tracking |
| Cycle Time | Stage duration analysis |
| Earned Revenue | Revenue recognition |
| Estimate Hours Used | Estimating accuracy |
| Hours Worked | Labor hour tracking |
| Open Permits | Permit status tracking |
| Project Locations | Geographic analysis |
Accessing General Reports
- Click Reports in the sidebar
- Expand General
- Select the specific report
Common Use Cases
- Weekly: Review hours worked and cycle times
- Monthly: Commission calculations, earned revenue
- Quarterly: Estimate accuracy analysis, strategic planning