The sales projections report is available in the Collabox CRM module. It is a basic CRM tool that is essential to the management of your company, just like customer follow-ups and appointment management.
The Collabox makes it possible to obtain this information thanks to several types of reports according to the chosen criteria.
When using the CRM module, you can generate sales projection reports. Get an overview with graphs on the closing rate , in number of proposals , in money in addition to obtaining statistics by customer type . This valuable data will optimize your sales actions. In addition, the list of proposals makes it possible to check and validate these results.
In your top menu, select the Reports icon
To obtain relevant data, you need to create your service offers in the Collabox (accounting module) and manage your opportunities through the functions of the CRM module.
In your left side menu, click on Sales Projections
Then you can choose the elements you want to display in your report.
A given period, by salesperson or all salespersons, by customers or all customers and by product, if you use the notion of products in your Collabox.
You get the report that presents different data.
1- overall success rate
2- breakdown of amounts sold and pending
3- sales to existing or new customers
Details of the data that creates the sales projections report
