Reports Overview

SalesNOW PlayBook 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, are automatically updated with every additional deal, lead or task related to a particular report, and can be easily accessed by visiting the reports module.

To edit any given report, simply open the report by tapping it's name, swipe down from the top frame and tap Edit.

 

The three Report types offered on the PlayBook 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.