Sales Culture > Sales Console
Customer Summary Report
Posted by i3Teamworks Admin on 5 Mar 2018 5:04pm

1. From your Main Dashboard, tap on SALES and click Sales Console 

2. Tap on Customer Data Analysis 

3. In Summary section

Summary report able to provide data classified by

  • Customer Category
  • Salesperson
  • Specific Year & Month
  • Customer Status
  • Customer Area
  • Customer Source
  • Extra Fields

  This section is visible to Managers and above.

Highlighted in below table is an optional criteria - as per Extra Field setting