Sales Activity/Sales Rep
This report is used to measure the sales activity carried out by each sales representative.
The term sales activity combines the following actions:
- Appointments
- Calls
- Tasks
Prerequisite
Access to the report
This report can be accessed from the report menu of the group Commercial activity.
It is also called by default from the following functions :
Customer relation > CRM activity > Appointments
Customer relation > CRM activity > Calls
Customer relation > CRM activity > Tasks
List of criteria
Parameter | Parameter title | Type |
|---|---|---|
sitedeb | Site range | |
datedeb | Date range | D |
repdeb | Sales rep range | |
actiondeb | Action type range (Local menu Task, Call, Appointment) | |
description | Description (Local menu No, Yes) | |
typact | Action type (Local menu Actions performed, Actions to be performed) | |
impselections | Print selections (Local menu No, Yes) |
Description of the report
In order to understand the content of the report, the latter displays a first page specifying the selectin criteria being used and the sort being applied to present the information.
Then a new page is created for each part of the report relating to a new site.
For each site, a classification of the actions is carried out for each sales representative in turn from the oldest actions to the newest.
For each month, the total number of actions is displayed for each type. (Appointment, call, task)