NEW Reporting Feature2 min read

By 28th September 2017 November 30th, 2018 Information
Reports update

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.

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