NEW Reporting Feature We have developed a few new exciting reports into the reports/dashboard within SalesPresenter, giving you the ability to create pie charts and bar charts of top 10s and generate sales leaderboards.* See below the reports included: Top 10 Products by Quantity/Value Sold By Catalogue or family codes Using a Pie chart or bar chart In bar chart compare this year to last year** Display in landscape or portrait document. Email the report directly from SalesPresenter Print report directly from SalesPresenter Include all of your products to understand as a percentage of sales, how much is just your top ten. Sales Rep Leaderboard Generate a leaderboard at any time to visualise your top sales people. Utilise your location function to see who is doing the best at a trade show. Base your report on Orders, Quotes, Invoices and Credit Notes Email the reports out directly from SalesPresenter Print the report directly from SalesPresenter YouTube video coming soon but in the meantime easily access this feature by following these simple steps below: 1. Login as a rep on home screen 2. Click reports/dashboards 3. See bottom 3 additional reports named: Top 10 products by quantity sold Top 10 products by value sold Sales rep leaderboard *requires IOS 10 or above. **this will require 'sales year to date' and 'sales last year' fields populated against product records.
bauser28th September 2017