Your business's answers, without a spreadsheet in between
How much you sold, to whom, which product leaves margin, who on the team closes, and how much actually came in: every question has its report, in your business's currency and time zone.
What it includes
- Fifteen reports in seven groups: Overview, Sales, Clients, Products, Finance, Team and Custom, with a search box to jump between them.
- Table reports: sales over time, by client, by product and by team member, payments received, invoiced taxes and repeat purchase by cohort. Each one with KPIs against the previous period, a chart, a sortable table with totals and Export CSV ready for Excel or Google Sheets.
- Custom report: group by client, product, team member, status, month, week, day, country, client tier or currency, and pick up to six metrics. The setup travels in the link, so you share it by copying it.
- Saved and emailed reports: save the one you built with a name, share it with your team, and get it every Monday or on the 1st of each month with the CSV attached.
- From total to detail: a client or product bar opens its record; a month or week bar opens that period.
- Everything in your business's currency: sales in other currencies are converted at the rate frozen when quoting or, if there is none, at the day's rate; anything that can't be converted is set aside and flagged, never added as if it were your currency.
- A Home that fits you: KPIs with change against the previous period, a tag that says whether each widget follows the range or is a snapshot of today, and a floating library to add, reorder and hide widgets.
How it works
Pick a report in the selector or build your own with Group by and the metrics you need.
Compare against the previous period, sort the table, drill down from the chart and export the CSV.
Save the report for your team and, if you want, get it by email every week or month.
Availability and scope
Fifteen reports, an explorer with ten dimensions and ten metrics, up to 50 saved reports per organization, weekly or monthly delivery to whoever saved it, CSV with amounts as numbers and the currency in its own column, and a Home with widgets customizable per person.
Clear limits
Reports read what is already in Cord: they do not import data from other systems. Email delivery goes only to whoever saved the report and stops if they lose the Reports permission. Finance, Cash flow and Collections require the Professional plan or higher.