Reporter for Sales

About: Layout template showing the performance of an individual sales rep. Track progress for sales divided by transaction type (and compare sales numbers to budget with the inclusion of SuiteCorner's CRM Budgets app), get details about key customers and most sold items, track lead conversion and CRM activities.

Prerequisites: 

• Setup > Company > Enable Features

  • Transactions

    • Estimates / Sales Orders

  • CRM

    • Customer Relationship Management

    • Sales Force Automation

    • Opportunities

    • Lead Conversion

Deployment: Button on Employee record, dashboard portlet, (can also be scheduled with the help of scheduled workflow)

About: Layout template showing the customer specific prices per item b.

Prerequisites: 

Deployment: Button on Customer record, dashboard portlet, (can also be scheduled with the help of scheduled workflow)