Sales Reports

Overview
The Sales Overview Report enables you to monitor client progression through the sales process within a customisable date range. You can filter out ...
Tue, 24 Sep, 2024 at 2:52 PM
Pipeline
This report will showcase the anticipated sales for each salesperson based on client inquiries. You can view it by quantity or value, providing personalised...
Tue, 24 Sep, 2024 at 2:49 PM
Top Salesperson
The Top Salesperson Report ranks your sales team based on the number of projects sold each month. You can click on the data for detailed project lists, whic...
Tue, 24 Sep, 2024 at 2:53 PM
Contract Price Change
Compiles all contract price changes within a specified date range, allowing financial analysts and business owners to track fluctuations and refine pricing ...
Tue, 24 Sep, 2024 at 4:35 PM