Reports & KPIs
Decide with numbers, not guesses.
Every sale, invoice, salary and task already lives in Seen, so your charts are always current. No exports, no spreadsheets, no waiting for month-end.
30 days free · No card needed · Every module included
- Leads this week+12% on last week
- Revenue won · Reem74% of targetOn Track
- Cash flow & marginsDashboards from your ledgerComing soon
Dashboard
One dashboard, shaped by each person’s role.
Owners, finance, HR and sales open the same dashboard and see what their role allows: leads, tasks, workforce, payroll and their own targets.
- What each person sees follows their permissions
- Workforce cards for HR: headcount, away today, expiring documents, payroll
- Leads trend and lead health
- My KPIs, with progress against each target
- The same dashboard on your phone, in Arabic or English
Forecast
Know what will close, and when.
Open deals are weighed by their chance of closing and grouped into commit, best case and pipeline, with the next six months laid out.
- Commit, best case and pipeline
- Expected closes for the next 6 months
- Quota attainment for each rep
- Pipeline by territory
Targets & KPIs
Targets for every person, tracked by themselves.
Set targets on calls, meetings, emails, leads contacted, deals closed or revenue. Seen counts the work as it happens and flags who needs help.
- Six built-in measures, plus your own
- Daily, weekly, monthly, quarterly or annual targets
- On track, at risk or critical, with the trend
- History for every target, and a nudge when someone falls behind
All reports
Every report, from the same live data.
Sales, team, finance and HR reports read straight from your records, so they always agree with each other.
- Performance, forecast, team pipeline and usage reports
- Financial statements and the VAT return from your ledger
- Cash flow, EBITDA, margin and project dashboardsComing soon
- Export any report to Excel or PDFComing soon
Reports
- Performance reportsLeads, won deals, lead sources, pipeline by stage
- ForecastCommit, best case, pipeline
- Team pipeline and usageOverdue and unassigned leads; time in the system
- Financial statementsTrial balance, P&L, balance sheetCSV · PDF
- VAT returnThe 16 ZATCA boxesCSV
- Cash flow, EBITDA and marginsComing soonDashboards from your ledger
- Export any reportComing soonExcel and PDF
Everything else you need to decide
Included in every plan. No add-ons.
Lead sources
See which channels bring your leads.
Pipeline by stage
The value waiting at each stage of your sales.
Team pipeline
Overdue and unassigned leads, by owner.
Usage and activity
Who uses Seen, how much, and where.
Financial statements
Profit and loss, balance sheet and trial balance.
Aged receivables
Who owes you, and for how long.
Smart suggestionsComing soon
Ideas from your own data, as drafts you approve.
Export every reportComing soon
Any report to Excel or PDF.
One system
Your reports fill themselves.
Sales, money and people already live in Seen, so every chart is current the moment the work is done.
- CRM & SalesDeals and activity
- AccountingProfit and VAT
- HR & PayrollHeadcount and payroll
- Reports & KPIsOne live picture
Questions about Reports & KPIs
Are the reports up to date?
Yes. They read straight from your records in Seen, so there is nothing to export or refresh.
Can each person see only what matters to them?
Yes. The dashboard shows each person what their role and permissions allow.
Can we set targets for each salesperson?
Yes. Set targets on calls, meetings, emails, leads contacted, deals closed or revenue, for any period. Seen tracks progress and flags who is at risk.
Can managers see who is using Seen?
Yes. The usage report shows time in the system per person and where it is spent.
Can we export reports?
Financial statements export to CSV and PDF today. Exporting every report to Excel or PDF is coming soon.