Sales Analysis
Account Manager list
Client list
Report generation options
Department charts
Client charts
Account Manager charts
Use this global report to glean key analytics and high-level insights about your sales performance. The report includes key metrics to analyze performance, flexible grouping by client / salesperson / department, and comparison to previous time periods.
Glean powerful sales insights
Easily analyze performance
Compare to previous time periods
Features:
High level analysis of your sales performance
3 grouping modes: Account Manager, Client, and Department
See key metrics such as win rate, total sales, and average revenue per sale
Easily identify your biggest sellers, high-value clients, and highest performing departments
Compare to previous periods to track changes in performance
Flexible grouping to display the data how you want to see it