Sales Manager Report
With the Sales Manager
Using the Sales Manager Report
* To access the Sales Manager Report, click on the "Reports" tab in the
* Click on "Sales Manager"
* A pop-up window will open allowing you to easily build your sales report
First, you will want to choose the time-frame that you want to view. You can select either "This Month" or "Next Month" using the radio buttons or you can click on the calendar icons you see labeled "From" and "To" to create a custom date range. It's important to note here is that the time-frame you choose pertains to the expected close date of your opportunity. In other
Now that you've chosen the time-frame and team members the screen will update and you will now see sales projections display in the upper
View the details of your Sales Pipeline
You can click on any one of your sales stage names to drill down and see all opportunities associated with that stage. From this view, you can see how long an opportunity has been in the sales pipeline in total as well as how long it has been in that particular stage. In addition, you can see the projected close and as well as any commissions you may be tracking for the sales rep associated with that opportunity.
Export your Sales Pipeline to a spreadsheet
Finally, you have the option to export this information to an Excel spreadsheet by clicking on the "Export to excel" button as shown in the image above. In the