TaiRox CRM and Collections Charts and Reports

TaiRox CRM and Collections includes sales charts reports to view your company’s sales performance.

• CRM’s sales charts show the Sales Pipeline, Open Opportunities, or Time to Close in source or functional currency. The charts program creates an editable Excel spreadsheet containing the chart and the consolidated data.
• The Sales Activity Report shows the number of new opportunities, quotes, orders and communications for a range of users and range of dates.

Collections charts and reports let you see trend lines for your company’s credit and collection policies.

• Chart average days to pay, average days overdue, and collections effectiveness to see how quickly your company collects outstanding receivables.
• Review the current status, details, and currency totals for all or a selection of your company’s disputed invoices, overdue invoices, and promised payments.

The program also provides a change log report and printable log files for processes such as emailing invoices.