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Standard Workbooks Reports

Below is a list of the Reports that come as standard in a new Workbooks database.

NOTE: These reports are just a starting point - you can add new columns or criteria and summarise the data to suit your needs.

Activities

Template Name

Description

Completed Activities This Month

Count of Activities completed this month, split by Type, grouped by Assigned To

Overdue Activity Summary

Count of Activities with a due date in the past, grouped by Assigned To

Cases

Template Name

Description

Cases by Month

Count of Cases, grouped by the month and year they were created

Cases by Type

Count of Cases, split by Type, grouped by Assigned To

Open Cases by Priority & Engineer

Count of open Cases, split by Assigned To, grouped by Priority

Open Cases with no/overdue activities

Open Cases that have no related Activities

+

Open Cases that have related overdue Activities

Customer Invoices

Template Name

Description

Billings by customer

Total Billings, grouped by Customer. Including breakdown by product type, and monthly average

Billings Summary

Net Invoice value this year, grouped by month

+

Net Invoice value this month only

Unpaid Invoices

Invoices with outstanding balances in the following amount of days:

- Less than 30 days

- 30 to 60 days

- 60 Days plus

Marketing Campaigns

Template Name

Description

Campaigns ROI

List of campaigns showing ROI and percentage of target achieved to date
Cost of Leads by Campaign

Average price per lead, grouped by Campaign

Opportunities

Template Name

Description

Closed Won Opportunities

Total Value of Closed Won Opportunities, split by Quarter, grouped by Assigned To

+

Total Value of Closed Won Opportunities, split by Month, grouped by Assigned To

Open Opportunities with no f/u Activities

Opportunities that are Open and do not have any related Activities

Sales Pipeline

Total Value of open opportunities, grouped by Opportunity Stage

+

Count of open opportunities, grouped by Opportunity Stage, split by month of Close Date

Total Performance

Total Sales and Total Gross Margin of Won Opportunities, grouped by Assigned To

+

Total Value of Won Opportunities, grouped by month of Close Date, split by Assigned To

Total Sales Closed This Month

Total sales this month, grouped by Assigned To

Sales Leads

Template Name

Description

Leads by Source

Count of Sales Leads, grouped by Source.
Leads Categories by Status and Assigned to

Count of Sales Leads, split by Status, grouped by Assigned To

Leads not updated within the last 2 weeks

Count of Sales Leads that haven't been updated in the last 2 weeks, grouped by Assigned To

Leads with no activities

Count of Sales Leads that do not have any related Activities, split by Assigned To

Monthly lead Volume

Count of Sales Leads grouped by Month of Created At date