Reports and sales performance

Reports is Cord’s analytics surface: “One place to understand performance and decide what to move.” It brings together 15 reports in 7 groups behind one picker. Seven are widget reports (customizable boards), seven are table reports (compared KPIs, a chart, a table with totals, and CSV export), and one is the Custom report, where you choose how to group and what to measure. Performance, in the same menu group, compares the people on the team.

Where it is and how to pick a report

Reports is in the side menu, under the Insights group (shortcut G then A). At the top right is the report picker: click the current report’s name to open it.

• The panel groups reports by category: Overview, Sales, Clients, Products, Finance, Team, and Custom. Only categories with a report your permission allows appear.
• Under each name it says Date range or As of today.
• Search reports filters by name in Spanish and English.
• With a keyboard: the search box gets focus when the panel opens, ↑ and ↓ move through the list, Enter opens the report, and Escape closes the panel.
• Your organization’s saved reports appear at the end, under Custom, labeled Saved report.

Each report has its own address (/app/informes?r=...), so you can bookmark it or share it with a teammate who has the permission.

The 15 reports

If you’re missing the permission or the plan

Each reason asks for a different action, and the screen tells them apart:

• Without the Reports permission you see no report: “No access. Your current role doesn’t have permission to view analytics. Contact your organization’s admin.”
• Without the Collections permission, Payments received and Collections and receivables don’t appear in the picker; if you open their link, you see “Restricted report” and a prompt to ask for the permission.
• Without the plan, Finance, Cash flow, and Collections do appear in the picker, but when you open them you see what they offer and the button to go to Settings › Plans & subscription. For example, Cash flow says “How much cash is coming in over the next 90 days”.

The permission is called Reports in Settings › Team & permissions. See Team and security.

Dates, time zone, and currency

The date picker

Date range reports show the picker next to the report picker: Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This quarter, Year to date, Last 12 months, and Custom. You can look back up to one year.

• When you open a report, the range comes, in this order: from the link’s address; if it has none, from the last range you used in that report in this browser (each report remembers its own); otherwise, Last 30 days.
• The range is written into the page address, so a copied link opens the same period for whoever receives it.
• In widget reports, changing the range repaints the numbers without reloading. In table reports, the page reloads because the table, totals, and CSV are built in full on the server.

As of today reports have no picker (there would be nothing to ignore): they show the label “As of today · {date}”. Inside a range report, widgets tagged Today also ignore the range; hover over the tag to see the explanation.

Time zone

Days are cut in your business time zone: “today”, the start and end of each day, and weeks and months are yours. A payment on the 31st at 11 p.m. in your city counts in that month even if it’s already the 1st in another zone.

Currency: everything in your business currency

If you sell in several currencies, Cord doesn’t add up amounts in different currencies as if they were one: it restates everything in your business currency, the one set in Settings. For each amount it uses the best real rate available:

1. if the sale is already in your business currency, as is;
2. if the quote’s or invoice’s accounting currency is your business currency, the exchange rate set on that document (the same one the invoice declares);
3. otherwise, today’s published exchange rate.

If no exchange rate is available for a currency, its amounts are left out of the sum; Cord never makes up a rate. Below the report you see the note:

Amounts in {currency}. Sales in {currencies} are converted with the exchange rate set on each quote or invoice, or with today’s published rate when there is none.

and, if a currency was left out: “No exchange rate is available for {currencies}, so those sales are not included for now.” If you sell in a single currency, the note doesn’t appear.

Which date each measure uses

“Collected” means the same thing across Cord (Home, Reports, and Payments): quote payments (deposits, installments, retainers) plus payments applied to invoices, plus quotes marked paid by hand without any recorded payment, minus refunds. An invoice payment that already came from a quote charge isn’t counted twice.

How to read table reports

The seven table reports (Sales over time, Sales by client, Sales by product, Payments received, Invoiced taxes, Repeat purchase by cohort, and Sales by team member) and the Custom report share the same structure, top to bottom:

1. A one-line description of what the report answers.
2. KPIs compared against the previous period.
3. Chart.
4. The full table, sortable and with a Total row.
5. Notes specific to the report (margin, cohorts) and the currency note.

KPIs and the previous-period comparison

Each KPI shows its value, an arrow with the change and, below, “vs. {value} the previous period”.

• The previous period has the same number of days as your range and ends the day before your range starts. September 1–30 is compared against the 30 days before (August 2–31), not against “August”.
• Amounts and counts change in percent. Rates and percentages (close rate, margin %, returning clients) change in points: from 38% to 43% is “5 pts”, not “13%”.
• No base, no arrow. If the previous period is zero, the arrow doesn’t appear. If there’s no previous value, the line says “No previous period to compare”.
• With Last 12 months there’s no comparison: the previous period would fall outside the queryable year. Repeat purchase by cohort doesn’t compare either: it’s a snapshot of today.

The table

• Sort: click a column header. The first click sorts from highest to lowest; the second, lowest to highest. Empty cells always go last.
• Total row: at the bottom, pinned. It adds up what can be added; rates and averages in the total are those of the full period, not the sum of the rows. A column that isn’t added stays blank.
• Links: when the first column is a client, a catalog product, a quote, or an invoice, it links to its record or detail.
• Reading: the header and first column stay pinned as you scroll. A dash (—) means “not applicable or no data”, not zero.
• No data: “No data in this range. Adjust the date range or come back once there is activity in this period.”
• Mobile: KPIs go in two columns, the table scrolls sideways with the first column pinned, and buttons are 44 px.

The chart and drill-down

• In client and product charts, each bar opens that client’s or product’s record.
• In Sales over time and in the Custom report grouped by Month or Week, each bar opens that month or week. The period is trimmed to your range: if the range starts on the 15th, the month’s bar opens the 15th through month end.
• On desktop, a click (or Enter with focus on the bar) navigates directly. On mobile, the first tap shows the value and the tooltip includes View detail →.

Export CSV

Export CSV, at the top right, downloads exactly what you see: the same report, the same range and, in Sales over time, the same grouping. The button appears when the table has rows.

Table reports, one by one

Sales over time

“How much you quote, win and collect, period by period. Sales by close date; collected by payment date.”

• KPIs: Sold, Sales, Average ticket, and Collected.
• Chart: Sold per period, as bars.
• Columns: Period, Quotes, Quoted, Sales, Sold, Average ticket, Collected. Every period in the range appears, even at zero.
• Day / Week / Month grouping: at the top right. If you don’t choose, Cord decides by the range’s length: day up to 31 days, week up to 124 days, and month after that. Weeks start on Monday. The first and last periods can be partial if your range doesn’t start on a Monday or on the 1st.
• Each column uses its own date: Quotes and Quoted by creation, Sales and Sold by approval, Collected by payment date. That’s why a row can have sales without quotes: something quoted earlier was won in that period.

Sales by client

“Each client with what they bought in the range, their ticket, last purchase and what they owe you today.”

• KPIs: Clients who bought, Sold, Average ticket, and Returning clients: the percentage of clients who bought in the range that had bought from you before (changes in points).
• Chart: the 8 clients with the most sold, as horizontal bars; each bar opens their record.
• Columns: Client, Quotes (sent in the range), Sales, Sold, Average ticket, Last sale and Client since (from your whole history, not the range), and Balance today: what they owe you right now across quotes and invoices, with partial payments deducted.
• Every client that received a quote or bought from you in the range appears, sorted by sold, up to 500 rows. Quotes without an assigned client aren’t included.

Sales by product

“Which products sell, how many units, at what margin and how often they win when quoted.”

• KPIs: Units, Sold, Gross margin, and Margin %.
• Chart: the 8 products with the most sold; each bar opens the product’s record.
• Columns: Product, SKU, Units, Sales (won quotes that include it), Sold, Gross margin, Margin %, Close rate (of the quotes created in the range that included it, how many were won). Totals for Units, Sold, Gross margin, and Margin %.
• Sold here is per line: negotiated (or list) price times quantity, before taxes and the document-level discount. That’s why it doesn’t match Sold in Sales over time, which uses the quote total.
• A free-text line, without a catalog product, appears with its description and no link. Lines the client didn’t approve in a partial approval don’t count.
• Margin: “Margin only counts lines with a cost captured when quoting; without a cost, the line counts toward sales but not margin.” The cost is what the product had when it was quoted; a zero cost is treated as “I don’t know”, not “it was free”. With no line carrying a cost, margin shows as —.

Payments received

“Every payment that came in, from quotes and invoices, with its method and refunds.” It also requires the Collections permission.

• KPIs: Net collected, Gross collected, Refunded, and Payments.
• Chart: net collected by method.
• Columns: Date, Number, Client, Method, Amount, Refunded, Net. One row per payment, newest first, up to 1,000 rows. The number opens the quote or invoice.
• Methods: Card, SPEI, Bank transfer, Cash, Mercado Pago, Online payment, and Recorded manually (a quote marked paid without any recorded payment). A method Cord doesn’t name yet appears as is. A bank transfer with a reference collected in EUR, GBP, or USD appears as Bank transfer, like a transfer recorded by hand.
• A refund is subtracted from the payment it belongs to, on that payment’s date. This is the “Collected” definition used by Home and Sales over time.

Invoiced taxes

“Taxes and withholdings from issued invoices, month by month: what you report.”

• KPIs: Taxes, Withholdings, Subtotal, and Invoices.
• Chart: taxes by month.
• Columns: Month, Invoices, Subtotal, Taxes, Withholdings, Total. Always by month.
• It comes from issued invoices by issue date, not from quotes. It doesn’t count drafts, voided invoices, or credit notes (those aren’t subtracted here).
• It’s a supporting read for your bookkeeping, not a filing: confirm it with your adviser.

Repeat purchase by cohort

“Of the clients who first bought each month, how many came back to buy again.” It’s an As of today snapshot: no picker and no comparison.

• KPIs: New clients (12 months) and Repeat purchase next month (of the cohorts that have already reached one month).
• Heat map: one row per month of first purchase over the last 12 months, with Cohort, Clients, and Month 1 through Month 6. Each cell is the percentage of that cohort that bought again that many months later; darker means more repeat purchases.
• “A dash is a month that cohort has not reached yet”: the August cohort has no Month 3 in October. It isn’t 0%.

Sales by team member

“What each team member quoted and closed in the range, with their close rate and time to close.”

• KPIs: Sold, Sales, Average ticket, and Members with sales.
• Chart: the 8 members with the most sold.
• Columns: Team member, Sent (created in the range and out of draft), Sales, Sold, Close rate (of their quotes sent in the range, how many they won), Average ticket, and Days to close (average days from creation to approval, with one decimal).
• Each quote is attributed to the person who created or duplicated it. The table lists active members, even without sales. What people who have left the team created is grouped in a Former team members row, so the Total row matches the KPIs. Quotes without a creator (before attribution or created via the API) appear in neither the table nor the KPIs.

Widget reports, one by one

These are boards you can customize. Widgets marked optional start hidden and are added from the library.

Overview

Cohort of quotes created in the range.

Commercial diagnosis

Finance

Snapshot of today. Pro plan or higher.

Cash flow · 90 days

Snapshot and forecast as of today. Pro plan or higher. The forecast separates three sources: certain receivables (approved or invoiced balances, with an estimated collection date), pipeline (open opportunities weighted by probability), and retainers (recurring installments within the horizon). The total is an expected scenario, not a bank balance.

Collections and receivables

Snapshot of today. Pro plan or higher and the Collections permission. It uses the same receivables as the Collections module: approved unpaid quotes and open invoices, with partial payments deducted.

Clients

Products

Customizing a report’s widgets

The seven widget reports have the Customize button, with the same controls as Home: Library, Reset, and Done as icon buttons; drag, Move up, Move down, Compact/Expanded, and hide; full keyboard support and, on mobile, 44 px buttons. Reset asks “Reset this report?”. The full explanation is in Home and views.

• Each report saves its own layout, and the layout is yours: it doesn’t change what your teammates see.
• Hiding a widget doesn’t delete data or change calculations.
• Table reports and the Custom report aren’t customized with widgets: their configuration is the table itself.

Custom report and saved reports

When no report answers your question, the Custom report lets you choose how to group (client, product, team member, status, month, week, day, country, client tier, or currency) and up to six metrics, save it with a name for the whole team, and receive it every Monday or every 1st by email with the CSV attached.

• Save changes or Delete on a saved report: whoever saved it or an admin. Deleting it doesn’t delete any data.
• Delivery goes only to you, with the complete period that just ended. Only whoever saved the report can schedule it, and it stops arriving if that person leaves the team or loses the Reports permission.
• Cap: 50 saved reports per organization.

The full detail is in Custom reports and email delivery.

Performance by team member

There are two places to look at the team, for different questions:

Performance requires the Reports permission and is a customizable widget board: Closed by the team (approved, paid, and invoiced, with collected and unassigned in the detail), Average close rate (“of what each rep sent”), Leading seller, Active reps, Contribution to closed sales, Sales activity, Ranking by rep (by amount closed, with your row marked You), and the optional Team average deal. Amounts are in your business currency.

Both attribute each quote to the person who created or duplicated it. Documents without a creator appear in Performance as Unassigned (“from before this report or via API”). Cord doesn’t redistribute that history or credit a sale to the last editor. The team rate in Performance is the average of each rep’s rate; it isn’t a commission or a payroll calculation.

Common problems

A report doesn’t appear in the picker. Check the Reports permission; Payments received and Collections and receivables also require Collections. Finance, Cash flow, and Collections do appear without the plan, but ask for Pro or higher when opened.

Changing dates doesn’t modify a widget. It’s a snapshot of today: it carries the Today tag.

A recent cohort’s closed value looks low. Part of it is still open; check maturity and compare again once your normal sales cycle has passed.

A total doesn’t match between two reports. Check which date each measure uses: Sold goes by approval date, Quoted by creation, and Collected by payment date. In Sales by product, Sold is per line and before taxes.

Sales in another currency are missing. Read the currency note: if a currency has no exchange rate available, its sales are left out of the sum for now.

I don’t see the change arrow. The previous period is zero, you picked Last 12 months, or the report is a snapshot of today.

I don’t see the Export CSV button. The table has no rows in that range, or you’re in a widget report: those don’t export.

The CSV opens with odd characters. Open it with Excel or Google Sheets directly; the file carries the UTF-8 mark they need. If you import it by hand, choose UTF-8 and comma as the separator.

I can’t schedule delivery for a saved report. Only whoever saved it can schedule it. Click Save to create your own copy and schedule that one.

A close doesn’t appear in Sales by team member. The quote doesn’t keep the person who created it (it predates attribution or was created via the API). If whoever created it is no longer active on the team, the sale appears in the Former team members row.

Related

• Custom reports and email delivery
• Home and views
• Receivables and collections
• Treasury and FX Lock
• Team and security
• Support: Cord’s reports: which one answers which question
• Support: Export a report to CSV (Excel and Google Sheets)
• Support: Amounts in multiple currencies and time zone on Home and in reports