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Articles tagged "sales" returned 110 results.
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Mastering Sales, Opportunities & Forecasting in Gold-Vision
...your sales pipeline, set achievable targets, and improve decision-making. ✅ Boost Sales Productivity – Automate key processes, reduce admin time, and keep your sales team focused on winning business. Who...
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...sales pipelines, creating seamless quotes, and making data-driven forecasts that drive revenue. What You’ll Learn ✅ Sales Pipeline & Opportunity Management – Track, manage, and progress sales opportunities efficiently with...
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...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
Turn your sales data into actionable insights and drive smarter decisions! Following our session on managing sales, opportunities, and forecasting, this webinar dives deeper into the power of Gold-Vision’s dashboards...
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...
