CloseWise summaries give you a quick and easy to ready overview accompanied by informative graphs so you can make informed decisions on your business growth!
From the summaries page inside your reporting suite, you can filter what you want to know day, week, month, year, or by specific date range, and clients.
You’ll notice a quick glance chart of your orders, Income, expenses, and Net profit.
To get an understanding of how you are doing overtime view the below graphs and change the filters to see where you may need to focus more of your marketing and follow up efforts.
All these features are available to you in closewise progressive web apps for both android and iphone, but you must be a pro subscriber to utilize them.
Now for part 4 of your reporting suite. Status reports!
