Insight & extensions
Every team’s numbers, in one report library
The report library groups ready-made reports by module: revenue against targets, pipeline, receivables and lead sources; support performance and AI versus people; headcount and attendance; approval statistics. Everyone sees only the reports and data their role allows.
How it works
From everyday work to numbers for the meeting
Illustrated with the sample store HaShop’s October numbers.
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Everyday data
Reports read the data your teams already work with.
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Report library
50+ ready-made reports, grouped by module.
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Scoped by role
Everyone sees their own, their team’s or all data, as allowed.
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Read the numbers
Revenue against targets, pipeline, receivables and lead sources.
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Take it to the meeting
Export to Excel; Top Sales makes a certificate or a social image.
No waiting for month-end
Reports read the data your team is working with in CNV Work, filtered by period, team or owner.
Right person, right scope
CRM reports respect permissions: your own data, your team’s or the whole company’s.
Ready for the meeting
Many reports export to Excel, and Top Sales can produce a certificate or a social post image with your logo.
Capabilities
What’s inside Reports
Revenue & pipeline
Sales performance (revenue, targets, pipeline, leaderboard), conversion funnels, pipeline coverage, weekly forecasts, win/loss analysis and deal age by stage.
Revenue & receivables
Revenue and sales orders, recognised revenue, receivables aged 30/60/90 days, payments and subscriptions (MRR/ARR).
Lead sources
Source funnels and lead-source ROI: leads, qualified, converted, deals won and revenue for each source.
Support & AI
A ticket dashboard (SLA compliance, response times, reopen rate) and chat-support reports: conversations, AI handling, agents versus AI, by OA.
HR & attendance
Headcount, labour-contract tracking, attendance with worked days and late penalties, and asset reports.
Approvals & tasks
Approval statistics (overdue, handling time) and task reports: completed, overdue, performance by person and submitted forms.
Getting started
4 steps to get going
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1
Open the library
Pick a module tab or search by report name.
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2
Filter
Choose the period, team or owner; “explain this report” shows how it’s calculated.
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3
Set targets
Set sales targets so reports compare actuals with goals.
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4
Export
Export to Excel to share or archive.
FAQ
Frequently asked questions
Call 1900 636 400 or book 30 minutes with the CNV team.
Hours: Monday – Saturday, 8:30 – 17:30 (GMT+7)
Who can see which reports?
Reports follow each module’s permissions, and CRM reports filter data to your own, your team’s or everyone’s.
Can I build custom reports or schedule email reports?
Not yet — there’s no custom report builder or scheduled email. Built-in reports filter by period, team and person and export to Excel, and CRM data is available through the Partner CRM API.
Do lead-source reports include ad spend?
Not yet. Lead-source reports cover leads, conversions and revenue by source; ad spend isn’t synced.
Works with
Same data, even less busywork
Ready to bring your whole team into one workspace?
Book 30 minutes with the CNV team to see CNV Work on sample data shaped like your business — or start a full-featured 14-day trial yourself.