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  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
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  • Inbox G N
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  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

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General

  • Global search (all records) ⌘K
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Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Numbers & trends

Reports & forecast

Pipeline & revenue

Reports are available to organisation Admins and Agents. The page has three tabs — Overview, Invoices and Trends — combining sales, quotation, revenue, invoicing, and customer-growth reporting, with built-in date range presets: Last 30 days, Last 3 months, Last 6 months, Last 12 months and This year. A linked forecast view takes the pipeline further with forward-looking revenue projections.

The Invoices tab carries a Gross / Net tax-basis selector, defaulting to Gross. Gross totals include VAT; Net strips it out. Switch to Net when you are comparing against figures your accountant reports excluding VAT.

The reports overview showing win rate, pipeline value and total leads tiles plus a lead funnel bar chart and a win/loss donut chart

Sales pipeline and quotations

Reports include lead funnel totals, pipeline value by stage, win/loss rate, quote win rate, average deal size, average days to close, and monthly quotes sent, won, and lost.

Revenue and invoice health

Revenue reporting includes monthly revenue trend, recurring versus one-off revenue, outstanding and overdue invoices, invoice aging, pending orders, awaiting invoicing, and cancelled orders.

Customer growth

The customer section shows new customers per month, active versus inactive counts, and top customers ranked by paid invoice revenue, with direct links back to those customer records.

Forecast

Use the linked forecast view for next-quarter, 6-month, and 12-month projected revenue totals, plus a month-by-month forecast chart based on open pipeline and quotation data.