---
title: "Automations and reports: Let the routine run itself and see what is wo | Co-hub"
description: "No code rules that react to leads, deals, tasks and requests, plus sales reports and a custom report builder."
url: https://co-hub.tech/erp/automations-reports
language: en
alternates:
  ar: https://co-hub.tech/ar/erp/automations-reports
  ar-EG: https://co-hub.tech/eg/erp/automations-reports
---

1. [Home](https://co-hub.tech/)
2. [ERP](https://co-hub.tech/erp)
3. Automations and reports

Let the routine run itself and see what is working. Available 

# Automations and reports

No code rules that react to leads, deals, tasks and requests, plus sales reports and a custom report builder.

[Get started](https://app.co-hub.tech/signup) [Talk to our team](https://co-hub.tech/contact) 

## Rules anyone can set up

Pick a trigger such as a new lead, a status change, a deal stage, a quote generated, an overdue task or no activity for a number of days. Then choose what happens: notify someone, create a follow up, task or deal, change a status or assign the lead round robin.

## Reports that answer real questions

See the sales funnel, the weighted pipeline, revenue by month, conversion by source, the rep leaderboard and hours by employee. Build your own leads report grouped by any field, with cross tabs and CSV export.

## What you can do

### Triggers

New leads, status changes, deal stages, quotes, overdue tasks and quiet leads.

### Actions

Notify, create follow ups, tasks and deals, update or assign leads.

### Round robin assignment

Share new leads fairly across your sales team.

### Sales reports

Funnel, pipeline, revenue by month, conversion by source and leaderboard.

### Custom report builder

Group leads by any field, with cross tabs.

### CSV export

Take any report into a spreadsheet in one click.

### Most useful for

- [Car dealerships](https://co-hub.tech/solutions/car-dealerships)
- [Car and EV importers](https://co-hub.tech/solutions/car-importers)
- [Trading and distribution](https://co-hub.tech/solutions/trading-distribution)
- [Real estate sales teams](https://co-hub.tech/solutions/real-estate)
- [Agencies and professional services](https://co-hub.tech/solutions/professional-services)
- [Any growing business](https://co-hub.tech/solutions/growing-businesses)

### Run your business on Co-hub

Leads, stock, shipping, finance and your team in one place.

[Get started](https://app.co-hub.tech/signup) [Talk to our team](https://co-hub.tech/contact) 

## Explore other modules

[**CRM and leads**Every lead captured, followed up and closed.](https://co-hub.tech/erp/crm)[**Deals, sales and payments**See every deal move from first contact to the last payment.](https://co-hub.tech/erp/deals-sales)[**Stock by VIN**Every car is a record, every number traces to a vehicle.](https://co-hub.tech/erp/inventory)[**Containers and vessel tracking**Know where every container is and when it lands.](https://co-hub.tech/erp/shipping-tracking)[**Suppliers, RFQs and purchase orders**Source, compare and order with every document in place.](https://co-hub.tech/erp/procurement)[**Quotations, contracts and client files**Polished documents in a click, filed where they belong.](https://co-hub.tech/erp/documents)

Good to know

## Questions about this module

Is this module included in every plan?

Plans are built around the modules your team needs. Talk to us and we will include what fits.

Can it be customised for our process?

Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.

What if a feature is marked coming soon?

It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.

See it live 

## See this module with your own data

Book a demo or create your workspace now.

[Book a demo](https://co-hub.tech/contact)[Get started](https://app.co-hub.tech/signup)