Sales and revenue figures
Where bookings, collections and revenue show today, and what the Reports menu does and does not have.
What exists today
BMexa does not yet have a separate Sales report or Revenue report page; links to them open Team performance. Sales and money figures live where the work happens:
- Dashboard: the home page shows the month’s revenue, bookings, pending bills and overdue payments for people whose role includes them, with “today” on the company’s time zone.
- Team performance (Reports › Performance): Booked per person (enquiries now Booked or Closed) and, under Agents who came with clients, bookings brought by channel partner agents in the period (builders only).
- Marketing analysis: Booked and Cost / booking per campaign and source.
- Bookings and the finance pages (demands, receipts, invoices): the booking value, what has been demanded, received and is outstanding per booking.
- Channel partner firms: Reports › Revenue, Brokerage, Bills pending and Sub-broker bills cover the firm’s own revenue and payouts.
Updated on 29 October 2026