Sales Culture > Reports > Comprehensive Salesperson Report
Comprehensive Salesperson Report
Posted by i3Teamworks Admin on 10 Apr 2018

This report comprehensively review each sales person activities and sales performance within a selected range of dates.

1. From your Main Dashboard, tap on SALES  and click SLAM Report

 

2. Tap on

3. Please select company, staff name and date range, then click Submit.

Information presented in the report includes:

A) Personal Infomation

B) Attendance

C) Memo

D) Task Management

E) Customer

F) Telemarketing

G) Activities

H) Monthly Recurring Revenue

I) Sales Pipeline

J) Accounting

K) Score Card