Overview
Use this widget to track and analyze past sales trends. It can help you anticipate seasonal patterns and peak demand periods, allowing you to adjust staffing and resources to meet customer needs during busy periods and optimize resource allocation during slower times. This widget pulls from the Sales Rep Report and calculates the invoice total for all proposals/jobs based on the Proposal Created Date or Job Created Date. The calculation is then grouped by Operations.
Report: Data is pulled from Sales Rep Report
Filters
| Date |
This widget is based on Proposal created date, or if no proposal, Job created date. |
| Operation | Pulls revenue from jobs with selected operation. Select one or more Operations. |
Comments
Article is closed for comments.