The Sales Performance report helps you to keep track of contacts that have been made. This report can be accessed by going into CRM > Sales Report > Activity > Dashboard - Sales Performance Tab.
The report can be filtered by:
- Company Structure: Allows you to filter to a specific Enterprise, Company, Division, Branch or Department
- Start/End Date: Contacts that have been made within a specific date range.
Creating the reporting will then show the following fields:
- Sales Person: Allows you to filter by specific sales people
- Opps Created: How many opportunities have been created
- Contacts Made: Contact History Created linked to open sales opportunity [Telephone, Email, Showroom, Visit, Letter, Web, Other]
- Diary Contacts Made: Contact History completing future contacts [Telephone, Email, Showroom, Visit, Letter, Web, Other]
- Test Drive Booked: How many test drives have been booked
- Test Drive Taken: Contact History linked to Test Drive Activity Created
- Orders: Contact History linked to Order Activity linked to a Sales Opportunity
- Handover: Contact History linked to Handover Activity
- Statistics: This gives an overview of conversion rates and percentages
This report can also be Exported for further detail: