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Branch Business Performance Reports 4

• The Overview Report
• Signed Contracts
• Activated Builds
• Forecast

Sales Reports 4

• Overview
• Pipeline
• Top Salesperson
• Contract Price Change

Project Reports 3

• BranchLevel Key Task Report
• Build Type Change Report
• Job Summary Report

Financial Reports 11

• Client Invoice Reports
• Cost to Complete Branch Report
• Quote Request Report
• Quote/Variation Quote Report
• Purchase Order Report

View all 11

Clients Report 3

• Client Search and Conversions
• Client Loss and Lead Reports
• Opportunity and Follow-Up Reports