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Sales Reports & How To Export Them
Sales Reports & How To Export Them
Christian Martin avatar
Written by Christian Martin
Updated over a week ago

Sales reports help managers to monitor the performance of their sales team, plan effective sales strategies, decide on a sales forecasting process and most importantly, maintain or reduce the length of the sales cycle.

  • To export Sales Reports select "Reports" > "Sales Reports"

  • There are 4 different reporting options: Overall Sales Report, Sales Performance Report, Sales Activity Report, Client Solutions Roadmap.

*NOTE* The following reports with the exception of the Overall report, are all exportable via PDF/Excel they can also be narrowed down into smaller time periods or expanded using the calendar in the top right corner.

  • Overall Sales Report: This combines all of the following reports into one exportable PDF or Excel File.

  • Sales Performance Report: Allows the user to take a deeper dive into sales data from individual sales persons as well as the overall sales team.

  • Sales Activity Report: Shows how active your sales persons are as individuals as well as how they are doing as an overall team.

  • Client Solutions Roadmap: Shows what services the company is selling to clients as well as what services you are not selling clients in order to show how much revenue is left untouched from unsold services.

To learn how to schedule these reports click "How To Schedule Reports"

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