This report will showcase the anticipated sales for each salesperson based on client inquiries. You can view it by quantity or value, providing personalised insights into individual performance and potential revenue.
The next report displays your monthly sales, with options to view the data by quantity or value.
Finally, we have the Deal Stages Funnel. This report monitors the sales process by categorising clients based on expected close dates and budgets, making it easier to identify where deals may be stalling. You can also export this report to a CSV file.
