What reporting is available outside the main Reports menu?

These views and exports turn everyday sales, tenant and financial activity into usable operational records without overstating them as formal reports.

CRM Pipeline Forecast

Agency or agent pipelineOn-screen analytics

Forecast pipeline value by currency, understand stage distribution and monitor win rates using transparent, stage-based weighting.

What it shows

  • Open, overdue, won and lost opportunities
  • Win rate
  • Stage and opportunity-kind distribution
  • Open pipeline value by currency
  • Weighted forecast by currency
  • Bounded-sample disclosure

Available filters

Pipeline scope supplied by the CRM view.

Important definition: This is an on-screen analytics experience rather than a downloadable report. Monetary pipelines remain separated by currency.

Growth Intelligence

Agency or agent pipelineOn-screen analytics

Focus the team on opportunities most likely to need action, with explainable priority signals and source-level qualification reporting.

What it shows

  • Open, hot and stale opportunities
  • Open and overdue tasks
  • Priority score and temperature band
  • Reasons and recommended next action
  • Inquiry sources and qualification rates

Available filters

Opportunity and inquiry scope supplied by the CRM view.

Important definition: Scoring is deterministic and explainable, and protected characteristics are not used. It is not described as predictive AI.

Team Performance

Agency teamOn-screen analytics

See workload, response discipline and execution across an agency team without presenting the view as an opaque employee score.

What it shows

  • Overdue inquiries
  • Open and completed tasks
  • Active action plans
  • Drafts awaiting review
  • Applications
  • Per-agent workload, overdue work and completion

Available filters

Agency team and per-agent operational scope.

Important definition: This is an operational workload dashboard, not currently a downloadable staff-performance report.

Automated Tenant Account Statement

Individual tenantEmail and WhatsApp message

Automatically send a tenant the opening balance, period charges, payments received and closing balance for the period that has just closed.

What it shows

  • Opening balance
  • Charges raised in the period
  • Payments received in the period
  • Closing balance
  • Monthly, quarterly, semi-annual or annual frequency

Available filters

Tenant communication preferences and statement frequency.

Important definition: Opening balance equals earlier charges minus earlier payments. Closing balance equals opening balance plus period charges minus period payments. This is currently message-based, not a downloadable statement PDF.

Product information reviewed 2026-09-10. Report access and advanced downloads depend on role, subscription and enabled modules. Reviewed by the Pangoni editorial team.

Which operational registers can be exported?

Pangoni currently turns 16 day-to-day registers into Excel, PDF and CSV. They are exports rather than analytical reports.

Portfolio and people registers

Export identity, contact, property, unit, occupancy, status, pricing and lease details for operational meetings, audits and data handoffs.

  • Properties
  • Units
  • Owners and clients
  • Tenants
  • Former tenants
  • Agents
  • Leads
  • Leases

Financial registers

Export source transactions, dates, balances, payment methods, references, corrections, reversals, proration indicators and utility obligations.

  • Expenses
  • Invoices
  • Invoice payments
  • Rent payments
  • Tenant payment history
  • Current rent arrears
  • Arrears by month
  • Utility obligations and arrears
Related document: Pangoni’s canonical branded invoice PDF includes business, tenant, property, line-item, payment, balance and KRA/eTIMS details where available. It is positioned under digital invoicing, not analytical reporting.

Digital invoicing

See the branded invoice workflow and KRA/eTIMS fields in their proper context.