Cloud has Sales reports to help you better understand and predict your business's performance by providing data for critical Sales metrics at your company. These reports can be accessed under the "Reports" tab in the left navigation menu.
Sales Results
The Sales Results report provides data on sales revenue, average margin, opportunity closing ratio, and the average number of days it takes to close an opportunity.
The Sales widget on the report allows you to download product, labor, and service sales as a CSV file for the selected time duration in the Date filter.
You will gain insights into sales numbers by Product Category, Brand, and Supplier.
It has a leaderboard for salespeople and a widget to show you why your company is losing opportunities.
You can use the filters located at the top of the report to filter data in the widgets.
Sales Forecast
The Sales Forecast Report provides data on forecasted sales revenue, sales pipeline, and the expected sales numbers per Salesperson.
You will gain insights into expected sales numbers by Project Type, Lead, and sales projected over a selected period.
