Reports for Accounts - Sales Status

The Sales Staus Dashboard displays multiple bar graph charts reporting on various sales related data return. Revise and click Refresh to select desired date range (range will default to 12 month period, with End Date shown as present day).

Account by Sales Status - Reporting data collected from the Sales Status dropdown field within the Details tab of the Company Info (Account Edit portal).

Estimated Revenue by Sales Status - Reporting data collected from the Sales Producer dropdown field within the Details tab of the Company Info (Account Edit portal).

Estimated Employee Count by Sales Status - Reporting data collected from the # of Employees field within the Marketing tab of the Company Info (Account Edit portal).

Sales_Status_-_00.png

Was this article helpful?
0 out of 0 found this helpful