Sales Performance Best and Worst Report

Overview

Reports >> Sales Performance Best and Worst Report

The Sales Performance Best and Worst Report allows you to select the criteria for e.g. Sales Orders placed, Sales Opportunity Size, Notes taken, Calls scheduled etc. The report than calculates the average of the team based on the selected criteria and plots sales personnel on the North of the report if their score is above average and to the south of teh report incase their score is below average.

To generate Sales Performance - Best & Worst report:

1. Select user(s) from the hierarchy. You can also select a region, if you want to select user(s) from specific region.

2. Select from date.

3. Select to date.

4. Select report criteria from ‘Status Changed from’ Or ‘Sales Orders’ Or ‘Opportunities’ OR ‘Notes’ OR ‘Email Campaigns’ OR ‘Surveys’ OR ‘Case Management’.

5. Click on Submit.