Finance Report: Track Project Earnings and Client Invoices
The Finance Report in CRM LEAF provides a comprehensive overview of an organization’s financial performance. It captures total earnings and related financial data across projects, clients, and time periods. This report is crucial for budgeting, financial planning, client billing, and revenue tracking.
Table View – Finance Report
Example
| Project | Invoice | Amount (₹) | Amount (USD) | Paid On | Status |
| Website Redesign | FIN001 | ₹75,000 | $900 | 10-May-2025 | Paid |
| Mobile App Dev | FIN002 | ₹1,20,000 | $1,440 | 18-May-2025 | Unpaid |
| SEO Campaign | FIN003 | ₹30,000 | $360 | 22-May-2025 | Paid |
Note: Currency conversions are based on the current applicable exchange rate set within the system.
Export Option
The Finance Report can be exported by default to Microsoft Excel for use in:
Accounting and financial reviews
Internal or external audits
Presentations and stakeholder reporting
Quick Actions – Finance Report
| Action | How To |
| View Finance Summary | Go to Reports > Finance Report to view earnings per project/client. |
| Filter by Client/Project | Use filters to sort data by project, client, or department. |
| Export Finance Report | Click Export to download report in Excel format. |
| Analyze Revenue Trends | Compare report across time periods to track financial growth. |
FAQ – Finance Report
Q: Can I see earnings grouped by client or department?
A: Yes, filters allow grouping and viewing by client, project, or department.
Q: Are expenses included in this report?
A: No, the Finance Report only shows earnings. Use the Expense Report module for cost-related data.
Q: Is the exported file formatted for analysis?
A: Yes, the Excel export includes well-structured columns and headers, making it easy to analyze and sort data.
Q: Can I generate monthly or quarterly finance reports?
A: Yes, simply apply the appropriate date range filter before exporting the report.