Sales Analysis Report The Sales Analysis report shows the current performance of the Salesperson over the selected month and the aggregated value over...
Monthly Contracts Manager Report The Monthly Contracts Manager report shows the current performance of the Salesperson over the selected month and the aggregated value...
Client Meetings Report The Client Meetings report shows the list of meetings with all or with the selected Client. This report allows you...
Sales Quotations (RFQ) Enquiry Report The Sales Quotations (RFQ) Enquiry report shows the list of RFQ quotations that were produced in the system for each...
Client Merge Export Report The Client Merge Export report generates an exportable list of Clients. Open the library with reports. Select Client Merge Export....
Monthly Sales / Deposits / Contracts / Slabs Report The Monthly Sales / Deposits / Contracts / Slabs report shows Job Details for Jobs having any of the following...
Meetings in Pipeline Report The Meetings in Pipeline report shows the list of meetings from the active Sales Folders of Leads. You can use...
Salesperson Budgets Report The Salesperson Budgets report shows the list of Leads or Sales for a specific Salesperson. Additionally, you can show graphs...
Leads Priority Report The Leads Priority report shows the list of Leads that can be ordered by priority or by count of meetings....
Sales Management Report The Sales Management report provides the analysis of events leading to the Sale. It samples the performance values for the...
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