Reports
Searchable client history and simple sales monitoring.
2026-06-08 to 2026-07-08
Filters
Find history
7
6 clients found
Open balance
₱479,000
Carlo Reyes
Paid amount
₱428,500
47% collected
Did not push through
1
Carlo Reyes
Customer history
Recent matching transactions. Open a client for the full timeline.
- Completed
₱0 balance
- Booked
₱76,000 balance
- Quoted
₱98,000 balance
- Booked
₱90,000 balance
- Quoted
₱95,000 balance
- Completed
₱0 balance
Needs attention
Money to collect and deals that need explanation.
- Carlo Reyes
Ben Cruz owns follow-up
₱120,000
- Ramon Bautista
Ben Cruz owns follow-up
₱98,000
- Dela Cruz Family
Ben Cruz owns follow-up
₱95,000
- Lost
Carlo Reyes
Client declined because package price was too high.
This period
Simple sales totals for the selected range.
Booked
₱907,500
Paid
₱428,500
Balance
₱479,000
- Jun 2026₱272,500
- Jul 2026₱635,000
Full report tables
Sales by period
Monthly, quarterly, and yearly rollups.
| Period | Rows | Amount | Paid | Balance |
|---|---|---|---|---|
| Jun 2026 | 3 | ₱272,500 | ₱98,500 | ₱174,000 |
| Jul 2026 | 4 | ₱635,000 | ₱330,000 | ₱305,000 |
| Quarterly | ||||
| Q2 2026 | 3 | ₱272,500 | ₱98,500 | ₱174,000 |
| Q3 2026 | 4 | ₱635,000 | ₱330,000 | ₱305,000 |
| Yearly | ||||
| 2026 | 7 | ₱907,500 | ₱428,500 | ₱479,000 |
By salesperson
Who handled what, with open versus closed work.
| Agent | Clients | Active | Closed | Amount |
|---|---|---|---|---|
| Ana Santos | 3 | 2 | 2 | ₱594,500 |
| Ben Cruz | 3 | 2 | 1 | ₱313,000 |