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15.2 Sales Performance Report

 
Sales Performance Reports
 
A sales report, or sales analysis report, gives an overview of the state of the sales activities within a company. It shows the different trends happening in the sales volume over a certain time, but also analyzes the different steps of the sales funnel and the performance of sales reps.
 
Objective: Select the month and year, PIVOT will generate a comprehensive sales performance report.
 
1. With your Secure Login credentials, log into https://www.prospivot.com/login
     Ex. Joe.Smith@companyname.com
 
 
2. Home Screen
 
 
3. Select Sales Reports:
     - Sales Performance Reports
 
 
4. Generate Sales Report
     - Select Month
          - Select Year
               - Click Generate button
 
 
5. View Sales Performance Report
 
 
 
 
Note: Sales Rep Input and Company Sales Input data must be entered to generate a report