Reports and work queue

See the whole company on one screen, without asking five people.

Reports on enquiries, quotations, site surveys, projects, money, partners and people are built into HelioLattice. Owners get a dashboard, managers get the reports for their area, and every user gets a personal queue of what is due today.

Book a demo See the reports

What reporting does HelioLattice include? More than twenty ready reports across sales, operations, finance and people, an owner and sales dashboard, and a personal work queue. Reports are limited by role, so each person sees only the reports and data their permissions allow.

Owner dashboard
This month
Pipeline · Quotations · Projects · Money
6 enquiries ageing
  1. Enquiries by stage
    Funnel from new to won
    Sales
  2. Quotations pending approval
    Cycle time shown
    Sales head
  3. Projects idle for three days
    Named owner on each
    Projects
  4. Collections pending
    By project
    Accounts
Filter by date, user, source and stageExport summary to CSV
Example with illustrative data.

Where the numbers come from

Reports built on the records your team already keeps.

There is no separate data entry for reporting. Every report reads the calls, quotations, checklists and claims your team already records.

Calls and activity

Lead activity, verified calls, ageing and follow-ups come from the call and activity log.

Calls→Follow-ups→Ageing

Quotations

Pipeline value, cycle time and approval status come from the quotation records.

Quotation→Approval→Cycle time

Projects and tasks

Project status, task operations and support complaints come from the delivery checklist and ticket records.

Checklist→Tasks→Tickets

Money and partners

Finance claims, accounts ageing and partner commissions come from the payment and partner records.

Claims→Ageing→Commissions

What is included

Twenty-plus reports, grouped the way managers think.

Sales

Sales performance, lead funnel, lead ageing, sales rep scorecard, lost and cold leads, source performance, lead activity, internal follow-ups and internal referral performance.

  • Quotation pipeline
  • Quotation cycle

Operations

Site surveys, project status, task operations, support complaints and reminder operations show how work is moving after the sale.

  • Survey completion
  • Open tickets

Finance

Finance claims, accounts ageing and accounts export history give accounts and owners a view of what is pending and what has been exported.

  • Claims by status
  • Receivable ageing

People and partners

Attendance summary, partner leads and commissions, and user and role activity cover your team and your channel.

  • Partner performance
  • Who did what

Dashboard and work queue

An owner and sales dashboard summarises the business, and a personal work queue shows each user what needs attention today.

  • Open jobs and idle days
  • Due tasks and follow-ups

Filters and export

Filter by date range, user, source, stage and status, and export the summary of a report to CSV for sharing.

  • Date range up to 92 days
  • CSV summary export

Role-scoped

Each person sees the reports their role allows.

Report access is controlled one report at a time, and data is limited to what the person may see. A sales executive can read their own scorecard while the owner reads the whole company.

  • Permissions per report
  • Data limited to own, team or all
  • A report matrix on each role
  • User and role activity report for owners

How roles and access work →

Who sees which report
OwnerAll reports, whole companyAll
Sales headSales and quotation reports, team dataTeam
Sales executiveOwn scorecard and follow-upsOwn
AccountantFinance and ageing reportsFinance

Example entries with illustrative data.

Questions it answers

The questions owners ask every week.

Where do enquiries come from?

Source performance by channel.

Who is closing?

Sales rep scorecard and funnel.

What is stuck?

Projects idle and tasks overdue.

Who owes us?

Accounts ageing and pending balances.

Keep exploring

Connected pages.

Enquiries and pipeline →

The source of the sales reports.

Payments and expenses →

The source of the finance reports.

Roles and access →

Control who reads what.

Questions

Common questions.

How many reports are included?
More than twenty, covering sales, quotations, surveys, projects, tasks, support, finance, partners, attendance and user activity, plus an owner dashboard and a personal work queue.
Can a manager see only their team's numbers?
Yes. Each report is permissioned separately, and data is limited to what the person's role allows, such as their own records, their team or the whole company.
Can we export a report?
Yes. You can export a report summary to CSV after applying your filters.
Do we have to enter data separately for reports?
No separate entry is needed. Reports read the calls, quotations, checklists, claims and tickets your team already records.
What is the work queue?
A personal view for each user showing open jobs, idle days, due tasks and follow-ups, so people start the day knowing what needs them.

See your own numbers in the reports.

Bring a few weeks of enquiries and jobs and we will show how the owner view looks.

Book a demo Next: roles and access