It's no secret that statistics hold immense value in the world of business. Luckily, our Dashboard feature makes it easy for you to dive deep into your data and gain valuable insights. By running reports on the Dashboard, you can glean enlightening information regarding your associates' performance and activity, ultimately helping you make informed decisions that drive business growth.
Running a report on Created Opportunities allows you to see how many Sales Opportunities your associates have created. To run a report on Created Opportunities, follow the steps below:
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Click on the Created Opportunities button located on the left side of the screen.
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Reporting Location: If your business has multiple locations, you can choose to run this report on one, or all of your different locations. The report will filter the clients assigned to the selected store location.
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Start & End Date: Establish the time frame you want the report to measure. The system will extract all statistics found within the two dates that you choose. Click Run Report.
A table displaying the number of opportunities your associates have created within the given timeframe will generate directly below the Run Report button. Click Download to save this chart to your computer.
What does this data mean?
Associate: Shows associates who created Sales Opportunities for clients assigned to the selected locations.
Amount Created: Number of Sales Opportunities created by associates in the selected time period.
And you're done! If you have any questions or concerns regarding Reports, contact our Customer Support Team at support@clientbook.com or (385) 352-3518.