Sales Reports
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Sales Reports
- 1 Minute to read
- Print
- DarkLight
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Important
This can only be accessed by an Admin or an authorized user.
Important
The Reports features must be enabled to access the Reports menu. Refer to this article for more information.
Note
Charts follows the rules below when it comes to granularity / intervals displayed.
Selected timeframe / Granularity:
- Below 1 month / Days
- Greater than 1 month to 3 months / Weeks
- Greater than 3 months to 1 year / Months
- Greater than 1 year / Years
Access the Sales Reports
- Head to the following page. Alternatively, click on "Reports" from your side menu then open the "Sales" category.
CRM
Clients by Pipeline Stage: CRM funnel performance based on your Client pipeline stages.
Clients by user: Clients sorted by user and pipeline stage.
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