Guide Reports & Analytics Katekile Reports Catalogue
The All Reports page — 80+ reports grouped by business area.
Menu: Reports → All Reports (every Katekile role except Katekile Finance , which has no sidebar entries). The page groups reports by area; click a tile to open the report.
Katekile Reports — grouped tiles with a short description each. Access
The catalogue is shown to everyone, but each report keeps its own access rules. If your roles do not cover a report you will see “You don’t have access to Report: …” . Ask an administrator to add your role to that report if you need it.
Opening a report outside your access. Full catalogue
🎯 Pipeline & Leads
Report What it shows Lead Details Every lead with contact and status detail Sales Funnel Report Katekile Opportunities by stage, top to bottom Sales Pipeline Report Katekile Live open pipeline, grouped by stage Prospects Engaged But Not Converted Warm leads that stalled before closing Minutes to First Response for Opportunity Katekile How fast your team follows up Lost Opportunity Deals lost, with reasons where logged Opportunity Ageing Report Katekile Open deals bucketed by days-open CRM Pipeline Revenue Bridge Katekile Opening → new → won → lost → closing
📈 Forecast & Revenue
Report What it shows Revenue Forecast Report Katekile Weighted pipeline forecast by month Customer Revenue Report Katekile Current vs prior year, per customer Budget vs CRM Forecast Report Katekile Budget vs weighted pipeline vs actual Sales Analytics Revenue by item, customer, and territory
👥 Customer Insights
Report What it shows Inactive Customers Accounts that have gone quiet Customer Concentration Report Katekile How dependent revenue is on top accounts New Customer Acquisition Report Katekile First-invoice cohorts by month Customer Profitability Dashboard Katekile Revenue vs estimated cost, margin tiers Customer Credit and Risk Report Katekile Ageing exposure vs credit limits CRM Analytics Katekile Source-wise conversion and sales cycle Campaign Efficiency Return on marketing campaigns
Report What it shows Sales Order Analysis Order status and fulfilment tracking Sales Person-wise Transaction Summary Volume by sales person Sales Person Target Variance Actual vs target, per sales person Territory Target Variance Actual vs target, per territory Sales Commission Report Katekile Commission earned per sales person
📄 Contracts, Risk & Recurring Revenue
Report What it shows Contract Renewal Report Katekile Contracts expiring in the selected window Revenue at Risk Report Katekile Overdue AR, stalled deals, expiring contracts Recurring Revenue Report Katekile MRR and ARR from active subscriptions
📊 Financial Statements
Report What it shows Balance Sheet Assets, liabilities and equity as of a date Profit and Loss Statement Income and expenses for a period Cash Flow Operating, investing and financing cash movement Consolidated Financial Statement Combined statement across companies Trial Balance Opening, debit, credit and closing per account Trial Balance (Simple) Lightweight trial balance view Trial Balance for Party Trial balance filtered by customer/supplier Financial Ratios Liquidity, profitability and solvency ratios
💹 Profitability & Margins
Report What it shows Profitability Analysis Profit by cost center or dimension Gross Profit Margin by sales transaction Gross and Net Profit Report Gross vs net profit side by side
📒 General Ledger & Vouchers
Report What it shows General Ledger Every accounting entry, account-wise Payment Ledger Payment entries linked to their references Voucher-wise Balance Balance impact of each voucher Account Balance Running balance for a chosen account Dimension-wise Accounts Balance Report Balances split by accounting dimension General and Payment Ledger Comparison Cross-check GL against payment ledger Invalid Ledger Entries Entries that fail standard ledger checks
💳 Receivables & Payables
Report What it shows Accounts Receivable Outstanding customer balances Accounts Receivable Summary Receivables rolled up by customer Accounts Payable Outstanding supplier balances Accounts Payable Summary Payables rolled up by supplier Customer Ledger Summary Customer-wise transaction summary Supplier Ledger Summary Supplier-wise transaction summary Payment Period Based On Invoice Date Average days taken to pay invoices Sales Payment Summary Payments received against sales
🧾 Sales & Purchase Registers
Report What it shows Sales Register Every sales transaction, tax-wise Purchase Register Every purchase transaction, tax-wise Item-wise Sales Register Sales register broken down by item Item-wise Purchase Register Purchase register broken down by item Sales Invoice Trends Sales invoicing trend over time Purchase Invoice Trends Purchase invoicing trend over time Received Items To Be Billed Goods received, not yet invoiced Delivered Items To Be Billed Goods delivered, not yet invoiced Billed Items To Be Received Invoiced items still pending receipt
🏦 Bank & Reconciliation
Report What it shows Bank Reconciliation Statement Bank balance vs book balance Bank Clearance Summary Cleared vs uncleared entries by date Cheques and Deposits Incorrectly cleared Entries cleared out of sequence
📅 Budgeting & Deferred Accounting
Report What it shows Budget Variance Report Budget vs actual, account-wise Deferred Revenue and Expense Recognition schedule for deferred entries
📜 Shares
Report What it shows Share Balance Current shareholding balances Share Ledger Share transfer and transaction history
📦 Inventory
Report What it shows Stock Ledger Full stock movement history
🏭 Manufacturing & Production
Report What it shows Production Analytics Production output trends over time Open Work Orders Work orders not yet completed Work Orders in Progress Work orders currently on the floor Work Order Summary Status and quantity summary per work order Work Order Consumed Materials Actual material consumption per work order Issued Items Against Work Order Raw materials issued to production Job Card Summary Operation-wise job card status and time BOM Operations Time Time estimates per BOM operation BOM Stock Calculated Stock availability against BOM requirement Exponential Smoothing Forecasting Demand forecast using historical trend
⭐ Executive
Report What it shows Executive Summary Report Katekile Headline KPIs in one view
Last updated October 16, 2026
