How Do I Create a Sales Report?

The Win-Loss report found in the Sales Management Tools section is a comprehensive list of every quote written by a salesperson.

After exporting the file apply the following filters:

1. The date range desired
2. The salesperson
3. Option selected = Y
4. Win = Y
5. If you are using install dates remove the "blanks".

*Be aware that there may be duplicate quotes displayed in the report. Duplicates occur when a change is made to quote that has 2 signatures. The system registers both quotes as "wins". Sometimes 2 quotes are actually sold during a job. We recommend creating the report and then handing off to the salesperson. They know what they have sold!

To view average sales by salesperson by date, use the Build a Chart or Build a Table Option found in the dropdown menu of the first tab of the Sales Management Tools section.