Total turnover by region by salesperson

alamin7

break down data according to a dimension; the general management (COMEX) which, for its part, requires an overall view of the situation of all your sales territories in France, as well as for export in the countries where you operate Whatever the recipient, a report business is effective if it provides reliable, relevant and accurate information, instantly. In addition,you must show statistics or evolution curves or distribution pie charts that are visually easy to read. Key data and metrics should Specific Database stand out instantly. 5.2. Automating your commercial reporting Customizing them (see above) is a first step, but automating them will save you precious time, so that every morning or Monday morning, Friday evening or every 1st of the month you can open the report in your email box. with: The commercial pipeline and its activity: the number of appointments made per day/week, the appointments made, the follow-up calls or emails sent, the number of commercial proposals made per day/week/month, the conversion rate appointments for quotes and quotes to customers Customer retention and attrition rates , by team , by sector The margin generated, by product, sector,salesman Orders from “new business”