Summary Level Reports

In advanced reporting, we would like the ability to create aggregate/summary level reports. For example, total opportunity value across months, quarters, and years.

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  • This would be a great addition.  I would like to see report capability that would show multiple months in a single report; for example, total opportunity values by month and pipeline.

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  • I would like the ability to report weekly/monthly activity within Insightly to produce an activity report across the main fields: eg number of new contacts, leads,organisations etc added

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