Reports and Analytics
See what is happening across your business
Bring operational, financial, customer, employee and marketing information together in practical dashboards and reports.
Executive dashboard
Executive dashboard
Give leaders a practical view of the activity that needs attention across operations, sales, finance, people and marketing.
Sales and pipeline reports
Understand lead volume, opportunity movement, conversion and pipeline health.
Revenue and expense reports
Track income, spending and outstanding balances with connected financial records.
Invoice and payment reports
Monitor billed amounts, collections, overdue invoices and payment activity.
Task and project reports
Review delivery progress, overdue work and project status across teams.
Employee and attendance reports
Understand workforce activity, leave and attendance patterns with role-based access.
Campaign, appointment and call reports
Measure campaign performance and review appointment and call activity where those modules are enabled.
- Custom filters
- Scheduled reports where enabled
- Exporting
- Role-based access
Frequently asked questions
Who can see which reports?
Role-based access helps control which dashboards and reports each employee can view.
Can I export reports?
Export options are available for supported report types so teams can share insights outside the platform.
Can reports be scheduled?
Where enabled, reports can be delivered on a cadence to the people who need them.
Make better decisions with connected reports
Explore dashboards and reporting across your Taskploy workspace.