Documentation: Reports

Modified on Tue, 20 Aug, 2024 at 9:25 AM

Defined

Sales: Sales Reports sort data that is pertinent to the sales cycle such as:
- Closed rates by Agents
- Closed Rates by Lead Source
- Closed Sales by Month
- Closed Sales by Month By Agent
- Closed Sales by Year
- Closed Sales by Year By Agent
- My Closed Sales By Month
Financials
- Monthly Summary

Report List
Close Rates By Agent	Sales Report	Filtered By: >=Date From, <=Date To
Close Rates By Lead Source	Sales Report	Filtered By: >=Date From, <=Date To
Closed Sales By Month	Sales Report	Filtered By: Year
Closed Sales By Month By Agent	Sales Report	Filtered By: Year, Month
Closed Sales By Year	Sales Report	Filtered By: Year
Closed Sale By Year By Agent	Sales Report	Filtered By: Year
My Closed Sales By Month (Current Year)	Sales Report	Filtered By: Current User
Monthly Summary	Financial Report	Filtered By: Month