Introduction

Sale report is a quick view of sales status during a time period

Sales Report

Open

• Sales Report (mm/dd/yyyy - mm/dd/yyyy): the reporting period of extracted records

• Last refreshed mm/dd/yyyy hh:mm: the last time data being refreshed to reflect on the report

1. Controls

Open

Filter the report based on a set of supporting criteria:

• From Date: period start date of the reporting being shown on the report

• To Date: period end date of the reporting being shown on the report

• Pipeline: filter sales belong to selected sales pipelines

• Organization: filter sales belong to selected organizations

2. Graphs & Diagrams

• Sales Summary

  • Number of Sales: count total sales created during the reporting period

  • Number of Sales Created Today: count total sales created Today

  • Number of Sales Done Today: count total sales were created and Done Today

  • Number of Sales Unassigned: count total sales created Today that don’t have Assignee

• Number of Sales by Assignee: get a quick view about the workload that sales team members are handling.

• Number of sales in each stage of the pipeline: sales count by current sale stages

• Number of sales and trailing in 3-weeks by week

• Number of sales and amount by timeline

3. Detailed Information: raw data set used for above graphs & diagrams