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
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By Catalogue or family codes
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Using a Pie chart or bar chart
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In bar chart compare this year to last year**
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Display in landscape or portrait document.
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Email the report directly from SalesPresenter
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Print report directly from SalesPresenter
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Include all of your products to understand as a percentage of sales, how much is just your top ten.
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
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Generate a leaderboard at any time to visualise your top sales people.
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Utilise your location function to see who is doing the best at a trade show.
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Base your report on Orders, Quotes, Invoices and Credit Notes
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Email the reports out directly from SalesPresenter
-
Print the report directly from SalesPresenter
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:
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1. Login as a rep on home screen
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2. Click reports/dashboards
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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.
