Yearly Activity Report For Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Demo Link

Using this module, You can see all the activities of your company during the year on a monthly basis. You can see the activities of your staff on a monthly basis by filtering on a staff basis. Activities you can see in this report

Quantity of leads Quantity of clients Quantity of tasks Amount of expenses Quantity of proposal Amount of proposal Amount of payment Quantity of invoice Amount of invoice Quantity of project Amount of project Quantity of estimate Amount of estimate

Demo Link

Username : demo@demo.com

Password : 1234

Change Logs

Version 1.0.2 / 2024-01-19

- Graphical representation has been added to the yearly report.

Version 1.0.1 / 2024-01-12

- Added a section to compare different years.