Sales pipeline

Sales Pipeline

The sales pipeline page displays the total reports for all users in the organisation. This report is a compilation of all the quotes you've recorded for your company's various customers.

The sales report on this page displays the total number of quotes generated, jobs confirmed, quotes lost, and emails sent.

The individual user sales report is also accessible.

• Click on the hidden search filter to view individual sales reports.
• From the date range, select the start and end dates.
• From the drop-down menu, select the user name you would like to view.
• When you click Apply, the sales report appears.