Corporate (CRM) Commission

Report showing amount of commission each sales representative has generated from Corporate work by invoice date.

Corporate (CRM) Listing

Listing of all Corporate accounts including their address details and contact lists. The report can be run in a summary version that shows the basic address and contact details or a detailed version that shows office addresses, notes about the customer and other more detailed information.

Corporate (CRM) Opportunities

List of sales representative contact for Corporate companies by diary date.

Corporate (CRM) Profile

Master list of all the Corporate companies and their details including contacts.

Corporate (CRM) Revenue

List all the jobs and revenue for each Corporate account by uplift date.

Corporate (CRM) Summary

List of Corporate accounts showing all sub accounts that have been used as a customer on any jobs within the uplift date range.

Corporate (CRM) To Do List

List of sales representative contact for Corporate companies by diary date.

Corporate (CRM) Tracking

Displays details on any Jobs associated with a Customer along with their respective diary actions (operational level).

Corporate (CRM) Invoice Summary

The Invoice Summary is a listing of Invoices for a selected period or range of numbers. Formally known as the Invoice Audit Trail the report can now be grouped in many different ways and can be flagged to show local and foreign currency values.

Corporate (CRM) Job Profit & Loss

Listing of all Jobs for selected Uplift period showing Job details as well as revenue and cost of the Job. The report also gives a percentage profit or loss on each Job. All Costing elements and invoices attached to the Job will be taken into account. All amounts are Ex Tax.

Corporate (CRM) Jobs Summary

List of Jobs for selected parameters showing the details of each move