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REPORTING

Dependencies

Saved Searches

  • Sales
    • SP - Sales by Rep
    • SP - Sales by Region
    • SP - Sales by Customer Category
    • SP - Sales by Marketplace
  • Leads
    • SP - Leads Created
  • Customer Conversion
    • SP - Customer Conversion Rate
  • New Customer Orders
    • SP - New Customer Orders
  • Customer Retention
    • SP - Customer Re-Orders
  • Quote Conversion
    • SP - Sales Rep Quote Conversion Rate
Reporting
── sales_report/
   |── getTransactionSearch.js
   |── getCustomerSearch.js
   |── resultSublist.js
   |── getCustomerConversionRate.js
   |── getCustomerReOrders.js
   |── getLeadsCreated.js
   |── getNewCustomerOrders.js
   |── getSalesRepQuoteConversion.js
   └── utils.js

Generates Reports for the following for the given Date Range:

  • Sales
    • Sales Rep
    • Region / Territory
    • Customer Category
    • Marketplace
  • Leads
  • Customer Conversion
    • Conversion Rate
    • Avg Days to Close
  • New Customer Orders
    • Average Order Amount
    • Total Order Amount
  • Customer Retention
    • Average Order Amount
    • Total Order Amount
  • Quote Conversion
    • Conversion Rate
    • Total $ Converted