Sales Pipeline

The custom sales pipeline list functions as a daily tool and also a useful report. It can be exported to Excel for more detailed analysis and graphing if required.

Income Statement by Marketing Campaign and Event

This report is arguably the 'Holy Grail' of marketing reports since it gives you an income statement broken down by the marketing campaigns and events that gave rise to the underlying sale. This report connects the start of your business (marketing and sales) to the end of your business (invoicing) and shows you what marketing efforts are translating into money in the bank.

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See /wiki/spaces/KB/pages/33489247 for more details.

Marketing Campaign Summary

The Marketing Campaign Summary report groups sale data by Marketing Activities associated with a selected Marketing Campaign. 

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