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.