Sales Goals Reporting

Sales goals reporting involves documenting and analyzing data related to the achievement of sales targets or objectives within a business or organization. This reporting process includes tracking information such as sales performance against predetermined goals, progress towards targets, key performance indicators (KPIs), and any deviations from the planned sales trajectory. Sales goals reporting helps businesses assess the effectiveness of their sales strategies, identify areas for improvement, and make data-driven decisions to adjust tactics, allocate resources, and drive sales growth.

To see reporting:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Reports in the navigation bar.
4. Click Sales Goals Reporting.
   
   

5. On “Dates From” and “To”, select the dates of the report to view. 

    

   

6. Click on Refresh.

   
   
7. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   

8. Click on the Check boxes to select the report or reports you want to export. 

    

   

9. Click Print to and select how you want to view the report.