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Articles tagged "Sales" returned 108 results.
Page 1 of 11
Sales Reports
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...
Setting up Sales Charts
...Product Sales From Product Sales List, filter all Closed – Won Product Sales Closed Date: select the date range and create a Column chart Close modal Close modal Best Selling...
Manage your monthly sales meetings
...monthly sales by year in a chart Close modal Check your Sales Pipeline View what sales are left in the pipeline for this month – click though from the chart...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Use Google to Map your Sales
...are new opportunities in a certain mile radius Close modal This can help plan the allocation of Opportunities / Sales to create the optimum route for sales visits or...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Manage your Sales Team Introduction
...system functionality Click here to find out more. Close modal Map your Sales Use Google Mapping to view the location of Opportunities / Sales or Leads. Create routes and...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
