Reports & insights
See how your agency is really doing
Built-in reports cover the whole business: enquiries and quotations, orders, money in and money out, client and linguist invoices, reminders and system activity. A funnel report shows how each person turns enquiries into quotes, and quotes into work.
Highlights
Sales funnel per person
Enquiry to quote to order, for each member of the team, with junk enquiries left out.
Money in and money out
Payments received and linguist payments made, side by side.
Invoice reports
Client and linguist invoices by status and period.
Your views, remembered
Each person's columns and filters are saved to their account, on any device.
Included
What's in reports & insights
Included on every plan, with no add-ons to buy.
- Enquiry and quotation reports
- Orders by client, service and status
- Reminder and follow-up reports
- User statistics and system activity
- Sign-in audit history
Works together
Related modules
Invoicing & payments
Invoice completed work, take card and PayPal payments online, chase what's overdue and reconcile your bank with AI.
Learn moreCRM & marketing
Clients, companies, notes, complaints and campaigns, with a complete activity history on every record.
Learn moreSecurity & control
Your own database, Microsoft sign-in, device checks and a full audit trail of who changed what.
Learn moreGive your team its time back
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