> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/report/4.-bussiness-report.md).

# 4. Bussiness report

## DETAILED USER GUIDE: BUSINESS REPORT FEATURES ON BIGLEAD CRM

To begin, from the vertical menu on the left side of the system, navigate to Reports (Báo cáo) $$ $\rightarrow$ $$ select Business Report (Báo cáo kinh doanh). Then, track and exploit data according to the exact order of the 5 sections below:

### 1. Sales Report (Overall Performance)

This interface provides a comprehensive overview of the overall productivity and revenue health of the entire enterprise during the configured period.

#### Core Metrics Blocks

* Total Closed Orders (Tổng hàng chốt): Records the *Total Revenue* brought in and the *Quantity* of successfully closed orders during the period.
* Total Returned Orders (Tổng hàng hoàn): Monitors risks through *Total Return Value* and the *Quantity of returned orders*.
* Today's Business Info (Thông tin kinh doanh hôm nay): A real-time update box on the right that quickly displays the *Revenue* and *Successful Orders* generated specifically for the current day.

#### Revenue Stream Classification

* *Total Revenue (Tổng doanh thu chung):* Consolidates all cash flows across the entire system.
* *Online:* Revenue generated from digital platforms, chats, and social media networks (Facebook, Zalo...).
* *In-store (Tại quầy):* Revenue generated from orders created directly at physical points of sale.

#### Quick Order Status Chart

* Characteristics: A three-color vertical bar chart. The horizontal axis represents the status (New, Successful, Canceled), and the vertical axis represents the number of orders.
* How to use: Look at the correlation between the bars. If the Canceled bar rises unexpectedly, you need to immediately check the product quality or the staff's consultation process. If the New bar is too high compared to the Successful bar, the team is experiencing a bottleneck in the order confirmation and packaging phase.

### 2. Revenue Report (Cash Flow & Profit)

An intensive tab that helps financial managers grasp detailed profit margins and control cash flow fluctuations over time.

#### Timeline Revenue Chart

* Characteristics: A purple bar chart showing cash flow fluctuations by specific dates.
* How to use: When you hover or tap on any bar, the system will display a small pop-up containing specific information: `Value: [Specific Amount]` on that day. This helps you immediately evaluate the effectiveness of a newly launched Marketing campaign by checking if the purple bar spikes upward.

#### Detailed Data Table by Day

Transparently lists each financial line item:

* *Date (Ngày):* The specific timeframe when financial data is recorded.
* *Orders / Successful Orders / Returned Orders (Đơn hàng / Đơn thành công / Đơn trả):* Statistics on the number of orders according to each status classification.
* *Total Amount / Revenue (Tổng tiền / Doanh thu):* The original order value and the actual revenue received after deducting discounts.
* *Shipping Fee (Phí vận chuyển):* Total shipping costs paid to delivery units incurred during the day.
* *COGS & Profit (Giá vốn & Lợi nhuận):* Accurately measures the actual efficiency of the business using the formula:

  $$\text{Profit} = \text{Revenue} - \text{COGS} - \text{Associated Costs}$$

### 3. Order Report by Status (Operational Optimization)

This section helps closely control the packaging, shipping, and order processing workflows, minimizing order delays or inventory loss.

#### Advanced Filters

* Allows you to actively filter data by *Warehouse*, *Handling Staff*, *Product*, or *Shipping Method* (Viettel Post, GHTK, Best Express, VN Post...).

#### In-depth Operational Charts

* Pie Chart (Order Ratio by Status): Divided into colored slices, representing the percentage (%) composition of actual order statuses (New, Picked Up, Successfully Delivered...). If the proportion of orders in the *New/Delivering* status accounts for the majority over many days, it indicates that goods are stuck in the warehouse or the shipping unit is delivering slowly.
* Dual Bar Chart (Revenue by Status): For each order status, the system builds two parallel bars: Blue Bar (Number of Orders) and Green Bar (Total Amount). Looking here, you will immediately recognize which status groups have a small number of orders but bring in a huge monetary value (VIP orders) to prioritize handling them first.

### 4. Order Report by Source (Marketing Measurement)

The ultimate "weapon" dedicated to the Marketing team to measure the Return on Investment (ROI) on each advertising channel and interaction scenario.

#### Source Channel Filter

* Select specific Facebook Fanpages, Zalo OA accounts, TikTok Shop channels... or group satellite pages together to simultaneously monitor interaction effectiveness.

#### Customer Interaction Table over Time

* *Customer Classification:* The system automatically segregates the number of *Returning Customers, New Customers,* and *Total Customers*.
* *Interaction Behavior:* Detailed statistics on the number of *Messages, Comments,* and *New Conversation Messages* flowing into the system by day.
* *Quality Data Indicator:* The New Phone Number (SĐT mới) column shows the quantity of phone numbers collected to pass data to Sales for closing.

#### Detailed Successful Orders by Source

* Analyzes the exact percentage (%) of closed orders coming from which source: *Returning Customers*, *New Customers*, or *Ad Orders (Ads)*. Whichever channel has a high conversion rate will be prioritized for additional budget allocation.

### 5. Customers by Orders (Remarketing & Retention)

Where customer files are stored and classified based on actual purchasing behavior, optimally serving up-sell or post-purchase care campaigns.

#### Customer Behavior Profile Table

Visually displays the customer database with detailed data fields:

* *Identification Info:* Customer Name, Phone Number, Date of Birth, Profile Creation Date, Creator.
* *Operations:* Current care status (Consulting, Closed...) and the assigned Handling Staff (Sales) directly in charge.
* *Customer Lifetime Value - CLV (Giá trị vòng đời khách hàng):* Measured through the Orders and Total Spending columns. Looking here, you can easily filter out the VIP customer file to send gratitude gifts, or filter out customers who haven't generated new orders for a long time to trigger automated chatbot messages with discount codes to stimulate demand.

> ⚠️ Operational Note: For all the report sections above, after changing any criteria in the filters (Time, Warehouse, Fanpage...), please remember to always click the Apply (Áp dụng) button (in orange) so that the system updates the latest and most accurate data!