FAQs in this section
What are the different reports in Sales Insights?
What are Activity Reports?
What are Pipeline Performance reports?
What are Sales Results reports?
What are Sales Process reports?
Where can I see my sales charts and graphs?
What are the Pipeline Values?
What actions can I perform on a sales chart?
Where can I find Sales insights?
What are Sales Insights?
Table of Contents
With Sales Insights, you will have all the updates about your sales team at your fingertips. It gives you reports about your sales team’s activities, performance, and deals in the pipeline, along with a comparison of their work status and goals.
If you are a sales manager and have users reporting to you, then Sales Insights displays data of all your reportees. To check who the user reports to, go to User Menu > Settings > Users. To check who you report to, go to User Menu > My Preferences.
To know more about sales insights, click here.
If you are a sales manager and have users reporting to you, then Sales Insights displays data of all your reportees. To check who the user reports to, go to User Menu > Settings > Users. To check who you report to, go to User Menu > My Preferences.
To know more about sales insights, click here.
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