Difference between revisions of "What Sales Prospecting reports are available?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == There are a variety of standard {{SP}} reports available to you. If you do not have any of the reports listed below please ensure your Platinum...") |
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== Summary == | == Summary == | ||
| − | There are a variety of standard {{SP}} reports available to you. | + | There are a variety of standard {{SP}} reports available to you. |
If you do not have any of the reports listed below please ensure your Platinum system is up to date by following this link to update your system: [[Downloading a Platinum update]] | If you do not have any of the reports listed below please ensure your Platinum system is up to date by following this link to update your system: [[Downloading a Platinum update]] | ||
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* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| − | This option will display contacts made in a period and will show up to 10 lines of contact notes. | + | This option will display contacts made in a period and will show up to 10 lines of contact notes. |
=== Unit Interests by Model === | === Unit Interests by Model === | ||
| − | * Enter the {{DataPrompt|Interest date}} range to view interests recorded since that date. | + | * Enter the {{DataPrompt|Interest date}} range to view interests recorded since that date. |
* Enter a range of {{DataPrompt|Salesperson}} codes or leave blank for all. | * Enter a range of {{DataPrompt|Salesperson}} codes or leave blank for all. | ||
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
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=== Prospect List - Brief Details/Address Details === | === Prospect List - Brief Details/Address Details === | ||
| − | * Enter a range of {{DataPrompt|Salesperson}} codes or leave blank for all. | + | * Enter a range of {{DataPrompt|Salesperson}} codes or leave blank for all. |
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| − | The Brief report will list brief contact information for the salesperson's prospects i.e. name, phone number, fax number and email address. | + | The Brief report will list brief contact information for the salesperson's prospects i.e. name, phone number, fax number and email address. |
The Address report will list the above plus the 5 address lines for the salesperson's prospects. | The Address report will list the above plus the 5 address lines for the salesperson's prospects. | ||
=== Contacts by Period === | === Contacts by Period === | ||
| − | * Select a {{DataPrompt|Contact type}} using the dropdown or leave blank for all. | + | * Select a {{DataPrompt|Contact type}} using the dropdown or leave blank for all. |
| − | * Specify the {DataPrompt|Salesperson}} code or leave blank for all. | + | * Specify the {DataPrompt|Salesperson}} code or leave blank for all. |
* Enter the contact date range. | * Enter the contact date range. | ||
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| − | This option will list contacts by salesperson and type for the period. | + | This option will list contacts by salesperson and type for the period. |
=== Contacts Overdue === | === Contacts Overdue === | ||
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| − | This report will list all overdue contacts by salesperson. | + | This report will list all overdue contacts by salesperson. |
=== Projected Sales === | === Projected Sales === | ||
* Specify the expected sale date period. | * Specify the expected sale date period. | ||
| − | * Specify the percentage of prospect budgets you anticipate to reach. | + | * Specify the percentage of prospect budgets you anticipate to reach. |
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
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=== Prospect Details === | === Prospect Details === | ||
| − | This report will provide an overview of each prospect including their customer account record, if present. | + | This report will provide an overview of each prospect including their customer account record, if present. |
=== Prospect check email/website === | === Prospect check email/website === | ||
| − | This report will list all prospects and will show their email and website addresses for you to review. | + | This report will list all prospects and will show their email and website addresses for you to review. |
=== Graphical Reports === | === Graphical Reports === | ||
| − | Reports where the {{DataPrompt|Output}} style is {{DataValue|T}} will present the data in graphical format. These reports range from displaying Projected Sales to Outcome of a campaign. | + | Reports where the {{DataPrompt|Output}} style is {{DataValue|T}} will present the data in graphical format. These reports range from displaying Projected Sales to Outcome of a campaign. |
== See also == | == See also == | ||
Latest revision as of 13:58, 8 July 2024
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
Summary
There are a variety of standard Sales Prospecting reports available to you.
If you do not have any of the reports listed below please ensure your Platinum system is up to date by following this link to update your system: Downloading a Platinum update
More Information
Sales Prospecting reports are a combination of System & User reports, accessed via the Report Generator.
Go to " Sales Prospecting Prospecting Report Generator".
- Click [List] to see all available reports. Each system issued report is explained below.
 | Reports issued as standard will be listed along with any specific reports you may have had customised for your business. |
The default "Output" options are:
- 'S' - 'Screen'. Once on screen you may click [Print] to output to your default or chosen print record. If you wish to output the report to Excel; change the mode at the bottom left of your screen from "Document" to "Table". Press <Ctrl+P> to output to Excel. Once in Excel you are advised to save the result as an Excel Workbook into your chosen location.
- 'P' - 'Print'
- 'F' - 'File'
- 'T' - 'Table/Chart'
- 'Q' - 'Select Print, Screen or File'. Please Note: Not all reports are suitable to output direct to file using this option.
- 'I' - 'Internal'. Please Note: This mode is for reports which are used internally by the module and are not suitable for users to run manually.
- Select a report and click [Start].
Activity Report
- Enter the period to display.
- Enter a range of "Salesperson" codes or leave blank for all.
- Click [Start].
This option will display contacts made in a period and will show up to 10 lines of contact notes.
Unit Interests by Model
- Enter the "Interest date" range to view interests recorded since that date.
- Enter a range of "Salesperson" codes or leave blank for all.
- Click [Start].
This will list all unit interests registered since the specified date.
Prospect List - Brief Details/Address Details
- Enter a range of "Salesperson" codes or leave blank for all.
- Click [Start].
The Brief report will list brief contact information for the salesperson's prospects i.e. name, phone number, fax number and email address.
The Address report will list the above plus the 5 address lines for the salesperson's prospects.
Contacts by Period
- Select a "Contact type" using the dropdown or leave blank for all.
- Specify the {DataPrompt|Salesperson}} code or leave blank for all.
- Enter the contact date range.
- Click [Start].
This option will list contacts by salesperson and type for the period.
Contacts Overdue
- Click [Start].
This report will list all overdue contacts by salesperson.
Projected Sales
- Specify the expected sale date period.
- Specify the percentage of prospect budgets you anticipate to reach.
- Click [Start].
This report is based on you having completed the "Anticipated sale date" and "Upper budget" fields on the prospect Unit Interests tab.
Prospect Details
This report will provide an overview of each prospect including their customer account record, if present.
Prospect check email/website
This report will list all prospects and will show their email and website addresses for you to review.
Graphical Reports
Reports where the "Output" style is 'T' will present the data in graphical format. These reports range from displaying Projected Sales to Outcome of a campaign.
See also
