Sales Opportunities by Salesman

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Sales Opportunities by Salesman

To generate this report, select Reports > Sales Opportunities by Salesman from the Main Menu.

The report selection dialog is shown in the following image.

To generate the report:

  1. On the Action Bar, select to generate the as: 1) Charts, 2) CSV file, or 3) PDF.
  2. In the Salesman  drop-down menu, select the sales rep for whom the report will be generated..
  3. In the Display report menu, select one of the following options:

a) Select the report period as one of: 1) Days, 2) Weeks, 3) Months, or 4) Year.

b) Select the From Date and To Date fields to select the date range from a calendar.

  1. Select Show.