Yearly Activity Report For Perfex CRM

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

Using this module,

You can see all the activity changes 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 1.0.4 / 2025-01-13

- A feature has been added where you can see the detailed list of information in the report.

Version 1.0.3 / 2024-05-23

- added feature to determine the order of rows in the report.

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.