Holded collects all the data you enter for invoicing, accounting, products and contacts, as well as all the information related to your team and its productivity to create reports in an automated way.
These reports are available from the Reports section within the Analytics area in Holded.
Below are the types of reports available according to their category.
|CRM||New deals, Sales representatives' performance, New activities, Deals lost per reason|
What can you do in Reports?
Each of the reports allows you to filter by dates and tags so you can export the information you need at any time.