Reporting Tools and Sales Management

The sales performance wizard is the heart of sales management. It allows the manager to see total sales to date against target, or one salesperson's total sales to date. You can also see previous years for comparison.

Forecasting is straight forward and like actual sales can be cut multiple ways with or without targets. Each graph is clear and includes drill down buttons, so you can investigate in detail the likelihood of specific quotations converting to orders by a given date. You can print the graphs, copy them in to an Excel spreadsheet or use the 3D modelling tool and change the perspective.

Sales targets can be set by Sales person, Industry sector, Product group or Market Segment.

Back to Virtual Office Features