Here you’ll first see a overview with the combined sales for the current year grouped by each user. It will be presented with a bar chart of the total sales and a table showing sales for each month. It will show you the quota in grey and the actual sales in blue so that you are able to figure out how much of your quota is closed.
Here you’ll be able to see how you and your colleagues are performing towards your quotas and your total sales. You can also see which sales that make up your numbers in a list perspective.
As a sales manager you will be able to filter your sellers and see how they are performing both as a group and as individuals. You can see which companies that are buying the most and tell where you have more potential.
Here you’ll be able to show the sales either by month, quarter or year depending on the range you’ve filtered. You can drilldown a certain month by pressing that certain month and see which sales are making up that months total.
You can group the sales in a few different ways such as per user, company, campaign and more. This makes the bar chart show the combined sales for the selected grouping and show the result from highest combined to lowest.
You have some filters to help you achieve the desired reports. They will all refer to sales so that if you take a range of dates you will get all sales with that date, no matter what grouping you are using. If you filter a product you will get all sales containing that product.