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.