Sales Department Reports
In this video we go over several reports that sales departments typically find useful. These include the Sales Order Register, the Open Sales Orders, and the Sales Orders Pending Fulfillment reports. Together these act as a sort of funnel and allow you to understand what’s going on inside your sales department. We take a look at the Customers by Sales Rep report, which breaks groups customers together based on what sales rep is assigned to them. We also look at the Customer Profitability report, which shows us what customers generate the most profit for our business, and we take a look at a few other reports. Inside the reports we review some graphing options to help you more visually interpret your data and look at the difference between the detail and summary versions.