Reports Overview

SalesNOW Android users are given the ability to create and view reports generated from their critical sales data. Once created, new reports are saved on to the device, then automatically updated with additional deal, lead or task data related to a particular report.

To edit any given report, simply open the report by tapping it's name, tap the MENU button by Edit.

 

The three Report types offered on the Android tablet include:

• Sales Forecast this report displays active and closed deals by month or by quarter for the next 4 months or quarters respectively.
• Sales History this report displays the closed deals by month or by quarter for the last 4 months or quarters respectively.
• Sales Funnel this report displays your choice of the active, won and or closed deals within a specified date range.