The statistics never lie. Dive deep into your data by running reports on the Dashboard! Reports can give you enlightening information regarding your associate's performance and activity.
Associate Sales Pipeline reports allow you to see which pipelines and sales stages your associates are hitting. Each report will measure how many opportunities each associate has in a particular stage. To run a report on Associate Sales Pipeline, follow the steps below:
Click on the Associate Sales Pipeline button located on the left side of the screen.
Choose a reporting location. Select which store you want to extract the report from. You can also select All Stores if you want the statistics to be from each store you operate. Click Run Report.
A table displaying the data will generate directly below the Run Report button. Click Download to save this chart to your computer.
What does this data mean?
Associate: Associates with active Sales Opportunities for clients assigned to the selected location(s).
Following Columns: This is the number of active Sales Opportunities in each stage.
And you're done! If you have any questions or concerns regarding Reports, contact our Customer Support Team at email@example.com or (385) 352-3518.