Reports
This guide walks through each screen in the Reports menu of the Sales module: Sales Funnel, Pipeline, Win/Loss, By Sales Rep, By Territory, Forecast vs Actual, Credit Exposure.
Sales Funnel
Where to find itSales → Reports → Sales Performance → Sales Funnel
How to use Sales Funnel
- 1Open Sales Funnel
In the Sales module, open Reports in the green navigation bar, then choose Sales Funnel under Sales Performance.
- 2Review the list
The list shows these columns: STAGE, DOCUMENTS, VALUE, CONVERSION FROM PREVIOUS, CONVERSION FROM START, DROPPED. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Export CSV, STAGE, DOCUMENTS, VALUE, CONVERSION FROM PREVIOUS, CONVERSION FROM START, DROPPED.
Pipeline
Where to find itSales → Reports → Sales Performance → Pipeline
How to use Pipeline
- 1Open Pipeline
In the Sales module, open Reports in the green navigation bar, then choose Pipeline under Sales Performance.
Win/Loss
Where to find itSales → Reports → Sales Performance → Win/Loss
How to use Win/Loss
- 1Open Win/Loss
In the Sales module, open Reports in the green navigation bar, then choose Win/Loss under Sales Performance.
By Sales Rep
Where to find itSales → Reports → Sales Performance → By Sales Rep
How to use By Sales Rep
- 1Open By Sales Rep
In the Sales module, open Reports in the green navigation bar, then choose By Sales Rep under Sales Performance.
By Territory
Where to find itSales → Reports → Sales Performance → By Territory
How to use By Territory
- 1Open By Territory
In the Sales module, open Reports in the green navigation bar, then choose By Territory under Sales Performance.
Forecast vs Actual
Where to find itSales → Reports → Sales Performance → Forecast vs Actual
How to use Forecast vs Actual
- 1Open Forecast vs Actual
In the Sales module, open Reports in the green navigation bar, then choose Forecast vs Actual under Sales Performance.
Credit Exposure
Where to find itSales → Reports → Sales Performance → Credit Exposure
How to use Credit Exposure
- 1Open Credit Exposure
In the Sales module, open Reports in the green navigation bar, then choose Credit Exposure under Sales Performance.