Reports Overview

SalesNOW provides a number of structured reports that can be generated in a Microsoft Excel compatible format. The report choices are:

Activities this report displays a breakdown of meetings, calls, tasks and emails that have been completed within a specified date range.
Leads Activity this report displays a breakdown of activities performed on leads within a specified date range, including the number of leads converted into deals.
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.