1. View All Sales Activities
Click on Sales.
Click on My Sales.
You will see a summary of all sales activities across your branch or organization.
2. Filter Sales Activities
Use the available filters to narrow down the data:
Date Range
Client Name
Call Type
Contract vs. Once-Off Clients
Pipeline Stage
Completed (Yes/No)
Branch
Sales Representative
3. View a Specific Sales Activity
Click View next to a sales activity.
You'll see:
Notes posted by the sales rep
Uploaded documents
Site inspections
Additional activity details
4. Monitor Individual Sales Rep Performance
Use the Sales Day Monitor
Select the:
Branch
Sales Rep
Sales Period
View the selected rep’s Day Sheet, which includes:
Start and end kilometers
Total calls made
Total estimated annual value
Total kilometers travelled
Sales call details
Summary of:
Contract vs. Once-Off clients
New vs. Existing clients
Number of quotes issued
5. Monitor Overall Team Performance
Use the Sales Monitor Screen
Select the:
Branch
Sales Period
View a summary of combined sales rep activity:
Total sales calls
Estimated annual business value
Sales reps and their value generated
Click on a sales rep’s name to view their Day Sheet.
6. Track Sales Activity by Pipeline
Use the Pipeline Report
Filter by:
Pipeline Stage
Branch
Salesperson
See which activities are in which part of the pipeline.
7. Export Sales Reports
Download CSV Report under Full Sales Report›
Select:
Date Range
Branch
Sales Rep
Click Generate Sales Report.
A downloadable CSV file will be generated, summarizing all sales data.
