Reports

Pre-built reports for auditing, exporting, and operational visibility. Click any card to open the report.
API & Integrations
Reports related to inbound API leads, form submissions, and third-party integrations.
API Leads Log
All inbound form submissions, chatbot conversations, and API-driven leads. Filter by date, form type, and source. Exportable to CSV for auditing.
Open Report
Inventory
Reports related to stock movements, consumption, and audit trail.
Inventory Audit Stats
Summarised view of all inventory audit events grouped by event type, location, and time period.
Coming soon
Consumption by Technician
Stock consumption breakdown per technician/user, with totals by product and location over a date range.
Coming soon
Stocktake Variance
Compares expected vs. actual stock counts from stocktake reconciliations, highlighting significant variances.
Coming soon
Sales & Pipeline
Deal velocity, pipeline conversion, and sales rep performance.
Closed Opportunities
All closed opportunities with outcome, reason, and reporting filters by date, region, sales rep.
Open Report
Pipeline Velocity
Measures how quickly deals move through each pipeline stage, with average time-in-stage and bottleneck identification.
Coming soon
Lead Source Conversion
Conversion rates by lead source (API, manual entry, import), from initial contact through to closed deal.
Coming soon