Custom Katekile Reports

These reports ship with the Katekile Worldwide app. Access is set per report (standard Katekile ERP roles). To give a Katekile role access, add the role in the report’s Roles table — see Users & Roles.

Budget vs CRM Forecast Report

Budget vs weighted pipeline vs actual.

Based on	Budget
Open to	Accounts Manager, System Manager
Filters	Fiscal Year, Company
Columns	Scope, Budget, CRM Forecast, Actual, Variance vs Budget, Variance

Contract Renewal Report

Contracts expiring in the selected window.

Based on	Contract
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Expiry window, Party Type
Columns	Annual Value, Renewal Probability, Account Manager, Contract, Party Type, Party, Start Date, Expiry Date, Days to Expiry, Status, Signed, Contracts Expiring in Window, Annual Value at Renewal

CRM Analytics

Source-wise conversion and sales cycle.

Based on	Opportunity
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Company, From Date, To Date
Columns	Source, Won, Lost, Conversion Rate, Won Value, Avg Sales Cycle (days)
Summary figures	Total Created, Total Opportunities, Overall Conversion Rate, Total Won Value

CRM Pipeline Revenue Bridge

Opening → new → won → lost → closing.

Based on	Opportunity
Open to	Sales Manager, Accounts Manager, System Manager
Filters	From Date, To Date, Company
Columns	Metric, Count, Amount

Custom Report

A saved Report Builder view on Leads, open to Sales User, Sales Manager, Katekile Sales Manager and Katekile Customer Service Rep. Use the column picker and filters, then save your own copy.

Customer Concentration Report

How dependent revenue is on top accounts.

Based on	Sales Invoice
Open to	Sales Manager, Accounts Manager, System Manager
Filters	From Date, To Date, Company
Columns	Rank, Customer, Revenue, % of Total Revenue, Cumulative %, Top 10 Flag, Top 10 as % of Revenue
Summary figures	Total Customers, Top 10 as % of Revenue

Customer Credit and Risk Report

Ageing exposure vs credit limits.

Based on	Customer
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Company
Columns	Customer, Credit Limit, Outstanding, Current, 1-30 Days, 31-60 Days, 61-90 Days, 90+ Days, Exposure %, Credit Risk, 90+ Days Overdue, Customers at Credit Risk
Summary figures	Total Outstanding

Customer Profitability Dashboard

Revenue vs estimated cost, margin tiers.

Based on	Sales Invoice
Open to	Accounts Manager, System Manager
Filters	From Date, To Date, Company
Columns	Customer, Revenue, Estimated COGS, Gross Profit, Gross Margin %, Tier
Summary figures	Total Revenue, Total Estimated Gross Profit, Overall Margin %

Customer Revenue Report

Current vs prior year, per customer.

Based on	Sales Invoice
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Fiscal Year, Company
Columns	Customer, Current Year Revenue, Prior Year Revenue, Growth %, Trend
Summary figures	Total Current Year Revenue, Overall Growth %

Executive Summary Report

Headline KPIs in one view.

Based on	Sales Invoice
Open to	Sales Manager, Accounts Manager, System Manager
Filters	From Date, To Date, Company
Columns	KPI, Value, Indicator

Minutes to First Response for Opportunity

How fast your team follows up.

Based on	Opportunity
Open to	Sales Manager, Sales User, System Manager
Filters	Company, From Date, To Date
Columns	Opportunity, Customer, Created On, First Response On, Minutes to First Response, Response Bucket, Avg Minutes to First Response, Opportunities With No Response Yet
Summary figures	Avg Minutes to First Response, Opportunities With No Response Yet

New Customer Acquisition Report

First-invoice cohorts by month.

Based on	Sales Invoice
Open to	Sales Manager, Sales User, System Manager
Filters	From Date, To Date, Company
Columns	Month, Customer, First Invoice Date, First Invoice Revenue, Territory, New Customers
Summary figures	New Customers, Total First-Invoice Revenue

Opportunity Ageing Report

Open deals bucketed by days-open.

Based on	Opportunity
Open to	Sales Manager, Sales User, System Manager
Filters	Company, Territory, Sales Stage, From Date, To Date
Columns	Opportunity, Customer, Sales Stage, Status, Opportunity Amount, Probability (%), Weighted Amount, Created On, Expected Closing, Days Open, Ageing Bucket, Territory, Owner, Stale (90+ days), Open Opportunities
Summary figures	Total Open Pipeline, Open Opportunities

Recurring Revenue Report

MRR and ARR from active subscriptions.

Based on	Subscription
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Company
Columns	Subscription, Customer, Status, Monthly Value (MRR), Annualized Value (ARR), Active Subscriptions
Summary figures	Total MRR, Total ARR, Active Subscriptions

Revenue at Risk Report

Overdue AR, stalled deals, expiring contracts.

Based on	Sales Invoice
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Company
Columns	Risk Category, # Items, Amount at Risk
Summary figures	Total Quantifiable Revenue at Risk

Revenue Forecast Report

Weighted pipeline forecast by month.

Based on	Opportunity
Open to	Sales Manager, Accounts Manager, System Manager
Filters	Horizon (months), Company, Territory
Columns	Month, # Opportunities, Weighted Forecast, Committed (>=80% Prob.)
Summary figures	Total Pipeline, Total Weighted Forecast, Total Committed

Sales Commission Report

Commission earned per sales person.

Based on	Sales Invoice
Open to	Sales Manager, Accounts Manager, System Manager
Filters	From Date, To Date, Company, Sales Person
Columns	Sales Person, Invoice Count, Allocated Sales, Avg Commission Rate %, Commission Earned
Summary figures	Total Allocated Sales, Total Commission Payable

Sales Funnel Report

Opportunities by stage, top to bottom.

Based on	Opportunity
Open to	Sales Manager, Sales User, System Manager
Filters	Company, From Date, To Date
Columns	Sales Stage, # Opportunities, % of Top of Funnel, Top-to-Bottom Conversion
Summary figures	Total Value, Total Opportunities, Top-to-Bottom Conversion

Sales Pipeline Report

Live open pipeline, grouped by stage.

Based on	Opportunity
Open to	Sales Manager, Sales User, System Manager
Filters	Company, Territory, Opportunity Owner
Columns	Sales Stage, # Open Opportunities, Weighted Value, Avg Deal Size, Weighted Pipeline, Open Opportunities
Summary figures	Total Value, Total Open Pipeline, Weighted Pipeline, Open Opportunities