In this article we will go over how to use the Sales Activity Report. The Sales Activity Report will show several things: New Prospects - Quotes Generated - New Customer Sales - Close Rate - # of Sales - New Sales - Average of New Sales - Total Sales - Average Sales at the top of the report. Then you will be able to see a list of all the activities that have occurred in your CaterZen account for the date range you have selected. Anything from a quote to an order to a phone call.
1 - Click on the More tab - the Reports tab - and then the Sales Report tab.
2 - Next click on the Sales Activity Report link.
3 - You will then select the Date Range you want to view.
4 - And then select the Employee you want to review.
5 - Click on the Generate Report tab.
6 - The report will Download as an CSV file. Please note you can Email the report by clicking on the Click Here link.
7 - Once you click on the CSV file the report will open.
8 - From there you can review the information found in the report.
You have now learned how to use the Sales Activity Report.