Sales report - 5.0 out of 5 based on 1 vote

User Rating: 5 / 5

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Catalystk CRM Software allows viewing a complete sales report of your entire business.

 

In Catalystk CRM, All of your company's sales reports can be viewed and downloaded as excel like product sales reports, sales visit reports, quotation reports, proforma invoice reports, sales order reports, Delivery notes reports and finally invoice reports.

 

Sales report describes the record of all the calls/data that have been made and products that have been sold during a particular time frame by a salesperson person or the management.

 

Benefits:
 
       1. In CRM, Sales reports include gives you a clear picture of the entire business.
       2. In all the 7 types mentioned above, there are many sub-modules which gives you a precise report of that particular field.
       3. All the reports can be viewed as excel form and also downloaded thereby saves your valuable time.
       4. The sales report shows whether the sales are increasing or decreasing during the financial year, thereby trends the sales manager to determine the best course of action.

Steps:
 
      1. Click the "Reports" tab, then click the "Sales Reports" tab.
      2. Now Click the following tabs one by one to view all the required reports of sales "Product sales", "Sales_visits", "Quotation", "Proforma_Invoice", "Sales_Order", "Delivery_Note", "Invoice" and "User_Performance".
 
 
NOTE: For any clarifications Kindly contact the support team.

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