Sales reports are a fundamental tool for any business aiming for growth and success. These reports provide a data-driven overview of sales activities, empowering leaders and teams to make informed decisions. By collecting, analyzing, and presenting sales data, they offer a clear picture of performance!
- Click on the Reports (left menu)
- Click on a Report of your choosing
- Choose your Customer, Sales Person and set the Date Range
- Select the fields you want to show
- Click Preview
- Once complete click Download.xlsx
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