Reports

Know your numbers.
Always.

13 built-in reports across business performance, sales, projects, and support. Updated live as your team works. No exports, no pivot tables.

13

Built-in reports

4

Categories

Live

Always current

Every report your business needs.

Available the moment you sign up. No configuration, no waiting.

Business Performance

Financial health at a glance.

Revenue Overview

Monthly revenue trend and total invoiced year-to-date vs last year.

Aged Receivables

Outstanding customer invoices grouped by how long they have been overdue.

Profit & Loss

Income against expenses for any date range.

Cash Flow

Money in vs money out over time.

VAT Return

Output vs input VAT summary ready for HMRC returns.

CRM & Sales

Pipeline visibility and conversion tracking.

Sales Pipeline

Opportunities by stage, value, and conversion rate.

Lead Conversion

Lead count by status and conversion rate from lead to customer.

Sales Activity

Quotations sent, win rate, and average deal size.

Customer Acquisition

New customers gained per month.

Projects & Team

Delivery and billable time.

Project Status Overview

Projects broken down by status: active, completed, and overdue.

Time Tracking Summary

Billable vs non-billable hours by team member and project.

Support

Service quality and resolution times.

Support Overview

Tickets by status, average resolution time, and open ticket count.

Live data. No manual work.

Reports pull from your invoices, leads, tasks, and tickets as they change. The number you see now is the number you act on.

Revenue Overview

£24,830

Revenue this month

+12% vs last month

£31,200

Invoiced YTD

↑ from £24,100 last year

£4,200

Outstanding

2 overdue invoices

Monthly revenue (GBP)

6m1yAll
Feb
Mar
Apr
May
Jun
£24.8k
Jul

Why built-in beats bolt-on.

No separate subscription

Every report is included in your WeekOne plan. No Databox, no Geckoboard, no Tableau.

No data pipeline to maintain

Reports pull from your invoices, leads, and tasks directly. No sync to break, no lag to explain.

VAT-aware from the start

The VAT Return report knows the difference between input and output VAT. No configuration needed. It works because WeekOne handles your invoicing.

Role-based access

Finance reports require the finance.reports permission. Sales reports require sales access. Sensitive numbers only visible to the right people.

Date range flexibility

Every report supports custom date ranges. Compare this month to last year, or run a VAT quarter in seconds.

Always current

Reports update in real time as your team raises invoices, closes deals, and resolves tickets. The number you see is the number you act on.

Know your numbers.
Always.

13 reports, live data, no extra subscription. Start free today.

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