Skip to main content

NEW Reporting Feature

By 28th September 2017February 9th, 2021Information
NEW reporting feature

NEW Reporting Feature

 

We have developed a few new exciting reporting features 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 the bar chart, compare this year to last year**
  • Display in a landscape or portrait document.
  • Email the report directly from SalesPresenter.
  • Print reports directly from SalesPresenter.
  • 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 the bar chart, compare this year to last year**

  • Display in a landscape or portrait document.

  • Email the report directly from SalesPresenter.

  • Print reports 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.

Challenges start up B2B wholesalers face

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. Log in as a rep on the 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.

bauser

Author bauser

More posts by bauser

Leave a Reply