Sales Events

Sales Events

The tool shows how many sales events (visits/calls/emails) took place in your company compared to how many were planned.

It shows the ratio of the total of sales events versus planned visits for selected people.

Two charts are shown at the same time so that you can set them differently and compare.

• Select ANY from the Sales Person list if you want to view the chart for all persons in the database (not only users) or select the user you want.
• Select the needed type of event from the Event Type list to see data on events of this type.

You can click the year to toggle the shown data for the current or previous year.