A full reporting suite. Your whole business, in real time.
Revenue, margin, profit, commissions, vendor payments, and tax — filtered the way you need and exported in one click. No month-end wait, no spreadsheets.
◍ Part of the TrackHubs Quote-to-Cash platformYou can’t manage what you can’t see until the books close. TrackHubs ships with a full reporting suite so the numbers that drive the business are in front of you while you can still act on them.
Profit & margin, calculated for you
Cost vs. vendor cost, profit, and profit % computed on every sales order and invoice — not just lists, but real financial analytics.
Commission & performance
See commission and total sales per rep, customer lifecycle from quote to pending, and where revenue is converting.
Filter, then export anywhere
Every report filters by period, organization, vendor, user, state, status, or amount range — then exports to Excel, PDF, CSV, copy, or print.
Cost / Profit
Profit and margin % on every sales order and invoice, with cost and vendor cost side by side.
Performance & Activity
Commission and total sales per user, and full customer statistics across quotes, orders, and invoices.
Sales
Quotes and invoices per organization, and sales-order items broken out by catalog category.
Vendor Payments
Sales-order and invoice payment status by vendor — what’s paid, open, and due.
State Reports
Sales orders and invoices by state, plus sales and invoice tax totals per state.
Dashboard
At-a-glance invoice and vendor-transaction reporting to start your day.
Reporting — and the whole platform — follows roles you define. Build your own roles and control access module by module, so each person sees only the reports and data they should. Every view and export is captured in the audit trail.
Build your own roles
Create roles that match your team — quoter, sales-order manager, commission viewer, administrator, or anything you need.
Permission by module and action
Grant read, write, delete, or full admin on each module independently — right down to submenus like earnings, payouts, and reports.
Sensitive numbers stay protected
Keep cost, margin, and commission reporting visible only to the roles that should see it.
Every action on record
Views, edits, exports, and logins are all logged with who, what, and when — filterable and exportable.
What reports does TrackHubs include?+
TrackHubs includes reports across cost and profit, performance and activity, sales, vendor payments, state and tax, and dashboard views — each with filtering and one-click export. New report types are added as the platform grows.
Can I control who sees which reports?+
Yes. Reporting follows custom roles and permissions you define, so sensitive cost, margin, and commission data is visible only to the roles that should see it.
Can I export reports?+
Every report exports in one click to Excel, PDF, or CSV, and can also be copied or printed. Columns can be shown, hidden, and sorted to fit your view.
See it run a quote to cash to commission.
Book a short demo, or start your free trial and quote your first order today.