Reports
Reports gives each area of Brain its own overview: Leads, Contacts, Companies, Sales, Quotes, Contracts, Projects and Finance. Each report has its key figures at the top, a chart by month, and breakdowns by owner, stage or category.
You find them under Brain > Reports. Each report follows the permission of its area: without access to deals you don't see Sales, and without View finance you don't see Finance. If you can open none of the areas, Reports disappears from the sidebar.
Open a report
Steps
- In Nucleo, go to Brain > Reports, and then click the report you want.
- Optional: choose the period with the buttons at the top: This year (the default), Last 12 months or Previous year. Leads, Contacts and Companies also offer All.
- Read the figures. Charts by month also draw last year's line (marked
LY), so you can compare each month with the same month a year earlier. - Click a figure, a stage, a status or an owner to open the list of records behind it.
The period you choose stays when you move to another report from the sidebar, and Brain remembers it on this browser. Contracts has no period: it always shows the current state of your contracts. The Finance report has its own period bar, described below.
What each report shows
| Report | What it shows |
|---|---|
| Leads | Open leads right now; leads acquired, converted and archived in the period; the conversion rate; leads by source (click a source to open its leads); leads acquired by month. |
| Contacts | Total contacts, with and without a company, open leads, new contacts in the period and newsletter subscribers (contacts with an active marketing consent). A chart shows subscriptions and unsubscriptions per month, with the active total at month end. See Consents. |
| Companies | Total companies, new this year, clients and prospects; the funnel and classification breakdown; new companies by month; industries and owners. Each segment, industry and owner opens the matching company list. |
| Sales | Open deals, deals won and lost in the period, win rate over all time, average won value and the weighted forecast (each open deal multiplied by its stage probability); the pipeline by stage and deals by owner, each opening the matching deals. |
| Quotes | Quotes created in the period and their average value; quotes by status over all time; quotes created by month and by owner. |
| Contracts | Active contracts, contracts expiring within 90 days, upcoming auto-renewals, pending and expired contracts; active contracts by counterparty relationship and by signing method; contracts signed by month over the last 24 months; owners. |
| Projects | Total projects, projects started in the period, projects ending within 60 days, open budget; projects by status and by project manager. |
| Finance | Income, expenses and margin, receivables and cash. See below. |
Read the Finance report
The Finance report uses the same period bar as the Finance lists, with seven period buttons, a custom range of months and Compare vs last year. With the comparison on, every figure shows its change against the same period of last year.
| Panel | What it shows |
|---|---|
| Summary | Income (net) (invoices minus credit notes), Expenses (net) and Margin. If you issue pro formas, also Pro formas (net) and Margin (pro formas). |
| Monthly trend | A chart of income, expenses and margin by month, with last year's series. Click a series in the legend to show or hide it. |
| Monthly detail | The same figures month by month in a table you can export. |
| Top clients and Top suppliers | The companies with the highest amounts. View all opens Clients or Suppliers. |
| Client concentration | How much of your revenue comes from your largest clients. The share of the top three turns red when it reaches 60%. |
| Expenses: recurring vs one-off | Recurring and one-off expenses, with the recurring suppliers and in how many of the last 12 months they appear. View all opens Recurring suppliers. |
| Receivables aging | Open invoices grouped as Not yet due, 1-30 days overdue, 31-60 days overdue, 61-90 days overdue and 90+ days overdue, with the average days to collect (DSO). |
| Cash collected vs invoiced (net) | By month, what you actually collected (invoices by payment date) against what you invoiced (invoices by document date). |
In the breadcrumb, Finance opens the full document list, where you also confirm suggested contract links.
Considerations for reports
- Reports read the same data as the lists. A figure that looks wrong usually points to a record to fix: a deal without a stage, a company without an industry, a contract without an end date.
- Finance figures follow your accounting system and update with its nightly sync.
- The report pages replace the old overview pages of each area: old links to them open the matching report.