Sales Culture > Sales Console
Sales Activities Analysis
Posted by i3Teamworks Admin on 18 Jul 2019 10:55am

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

2. Tap on 

3. Set appropriate criteria and Submit

 

Sales Activities Analysis is based on the selected Start Date & End Date

2 Section in the Report explains below

a) The Summary

-Are tabulated based on selected Date. The summary data will not changes if you choose oth

 

b) The Details Analysis Result (in table form) will be based on chosen criteria

Tick on the check box to scope down your analysis results based on below extra criteria:

  • New Customer - Customer added into CRM between the date
  • Telemarketing - Telemarketing Calls made between the date
  • Activities - Customer Visitation between the date
  • Pipeline Sales - Sales Lead created between the date
  • Sales Order - Sales Order created between the date