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Overview

Persisca XRM reporting provides quantitative insight across sales, projects, marketing, and expenses.

Generating Reports

1. Open Reports module.
2. Select desired report type.
3. Apply filters (date, department, staff).
4. Export as CSV or PDF.

Major Report Types

• Sales Reports: Revenue, unpaid invoices, lead conversion.
• Project Reports: Time usage and completion rate.
• Expense Reports: Spending distribution.
• Staff Performance: Productivity indicators.

Fields & Functions Summary

• Date Range: Filter period.
• Export Type: File format.
• Chart View: Visual summary.

Section Summary: Built‑in analytics deliver clear performance visibility across all Persisca XRM modules.

Key Takeaways:

• Utilize exports for monthly management reviews.
• Compare data trends to identify growth patterns.