The summary report is a short totals page for the selected period with an automatic comparison against the previous period of the same length. On a single screen you see three figures for "now" and three for "before" — materials, services, total.
Where to open
In the CRM side menu open the "Reports" section and choose "Summary". The report consists of filters and two blocks with figures.
Filters
- "From" and "To" — boundaries of the current period. The length of the period (number of days) is also the step used to compare with the past.
- "Currency" — currency for converting the totals.
For example, if you select 1 — 15 June, the previous period will be 17 — 31 May (15 days).
"Selected period" block
Three rows:
- "Total materials sold" — revenue from materials.
- "Total services sold" — revenue from services.
- "Total for the period" — total revenue, highlighted in large font on the right.
"Previous period" block
The same three rows, but for the equal-length period before the current one. Compare the numbers visually — growth or drop is obvious at a glance.
How to use
- Month over month — choose the 1st to 30th (31st) day to compare full months.
- Week over week — choose Monday to Sunday.
- Custom range — the system will always show a previous period of the same length.
What matters for the factory admin
- The summary report does not include drafts and cancelled orders.
- For an in-depth breakdown of revenue go to "By materials and services" or "By managers".
- The comparison is always "period vs equal period", not "calendar month vs calendar month" — keep this in mind when reporting to management.
Related topics
- Reports and statistics — all reports in the section.
- CRM — main section.