Reports
Not built yetThe numbers, with every figure clicking through to its records.
Where this stands
Deliberately last: a report is only trustworthy once the data underneath it is complete, and each one must be a single SQL aggregate rather than a loop.
What it will do
- Pipeline, conversion, revenue and collections
- Lead source ROI — cost through to revenue, not just counts
- Team performance and response times
- Every number drills through to the underlying records
- Export, gated behind its own permission