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Reports on the sales via several clicks
Creating reports allows the leader to evaluate the work of department or particular managers. For example, if it is a sales company, a report can demonstrate how many products were sold by what team member, what kind of product each of them sold and how much money his/her sales made. Looking at this report a team leader will be able to estimate the productivity of each sales manager and reward his/her efforts according to the merits.
"Making sales reports" To Do List
- Before creating report, define what products you need to report about
- Ask the leader what time interval he/she wants to be reported about
- Use software to create graphic report on arranged sales deals
Action plan
- Start your team management software
- Create a new custom fields 'Quantity', 'Price', 'Total' and 'Product'
- Enter following formula into 'Formula' entry field of 'Total' custom field
- Set filter to display the tasks of required resources and for required time interval
- Enter task custom field values and group the tasks by 'Assigned' and 'Product' fields
- Go to Charts panel and select 'Total' from drop-down list on Charts toolbar
- Print out the chart
$cf_quantity * $cf_price
See also:
Present the information in the form of diagram for better perception
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CentriQS Reporting Tasks Solution CentriQS offers several tools for task reporting. Users can work with Pivot grid, generate charts and use Time Logs view which lets filter, group and sort time logs for creating time tracking reports. These reports can be used for various purposes such as performance measuring, payroll calculating, client billing, etc.
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