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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,...
Getting Started
Who is it aimed at? All Gold-Vision users. What does it cover? We run through some of the key areas and skills you need to know in order to get...
Manage Your Day
Who is it aimed at? All Gold-Vision users. What does it cover? We run through some of the key areas and skills you need to know in order to get...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Manage your monthly sales meetings
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales...
Setting up Sales Charts
Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
