RECORDS FIRST. NUMBERS SECOND.

Ask what changed. Then open the records.

Use reports to review your pipeline, collections and operational work. A figure is useful when you can see its period, its scope and the records that explain it.

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Start with the question you need to answer.

Where are leads slowing down?

Review the funnel, lead-source performance and site-visit outcomes for the chosen period.

What money needs attention?

Review collections, payment records and bookings or cancellations. Access depends on your role.

Which work is waiting?

Review approval turnaround, document readiness, inventory absorption and access changes.

Professional & Custom

What is happening with partners?

Review partner performance and commission ageing where the partner capabilities are included in your plan.

Explore the partner workflow

Which enquiries need review?

Use duplicate and dispute records to understand repeated introductions and ownership questions.

What did the team record?

Review recorded activity with its time window and scope. Activity volume alone is not evidence of a sale.

Use the same checks in every review.

  1. Set the period and scope

    Choose the dates, project, source or team supported by the report. Compare like-for-like periods.

  2. Read the basis

    Check whether the figure counts leads, events, visits or payments. A missing measurement is not zero.

  3. Open the supporting record

    Follow the available detail into the records behind the figure before assigning an action.

  4. Export within your access

    Use the report’s available CSV, Excel or PDF export. Export permission and underlying record access still apply.

Keep financial views in context.

Collections and commission answer different questions. Commission belongs to the channel-partner workflow and requires Professional or Custom; a role also needs permission to read the relevant money records.

Rates, reversals, incomplete records and the selected dates can change a total. Review that context before treating a number as an amount to pay.

Check plan capabilities

Bring one reporting question to the demo.

For example: which enquiries reached a site visit, or which bookings have an unpaid demand? We will use the relevant screen to show its filters, supporting records and access boundaries.

See the workflow with your team.

Bring your projects, lead sources and questions. We will show you the relevant product screens and agree the setup steps.

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