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Conversation Detail

system demo and report walkthrough

Exploring new CRM and reports

Behnam ยท 2026-02-25 15:53:44 to 2026-02-25 15:55:40

Review: Pending Review

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Summary

Behnam walked the team through the new system's CRM and reports dashboard, showing how to create tasks linked to customers/issues and how to run reports. They examined a sales report showing 25 properties sold in the last month, cost price, gross profit percentage, and previous-period comparison. The group discussed how the report selects the top 25 items and how to filter by product.

Facts

  • The report displayed 25 properties sold in the last month.
  • Gross profit percentage and cost price are shown, based on actual purchase cost or average after price changes.
  • The same period last month can be compared.
  • The list defaults to the highest items and can be filtered by product.

Tasks

No tasks extracted.

Issues

  • One participant was unsure what a report figure meant.
  • There was confusion about why only 25 items were selected and how the report chooses them.