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...

Item Reports

Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...

Dashboards & Reports

Report Settings

...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...

Standard Reporting

...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...

Updates

...field. Activity reports can now be added to the Overview in Account Screen Design and include the Site along the X or Y axis. ‘New’ button removed from Reports list...

Unlocking sales insights with Gold-Vision Dashboards & Reporting

...Dashboards for Real-Time Insights – Set up and tailor dashboards to monitor key sales metrics at a glance. ✅ Sales Reporting Made Simple – Generate and schedule reports that provide...

User Defined Reporting

Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...

Using Appointments to manage diaries

Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...

Create Dashboards or Menus for your team

...from your Product Sales List, Forecast list, Quotes and Opportunity Lists   Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...