Traffic TRAX and Web Based Global Reports:
Hourly
Analysis (line graph and text)*
Staffing Analysis*
RPU Revenue Per Up*
Opportunity Comparisons*
Graphical Analysis (six reports)*
Weekly Comparisons*
Traffic Count*
Store Hours*
Mail Man Factor*
Traffic History
Network Setup
UpBoard/CRM Reports:
Customer
Contact Manager
Performance
Summary (combined analysis of all statistics) *
Performance Letter (personalized letter for each salesperson regarding stats)
Time Sheet*
Reasons for Not Purchasing (by salesperson)*
Time With Customers*
Busiest Time of Day*
Salesperson Activity Report *
Below Average Sale Report *
Below
Average Closing Ratio Report
“IGE”
Information Gathering Efficiency Report*
UpBoard Rotation Status (for networked PC's)
Goals Monthly *
Goals Monthly by Employee*
Goals for the Year
Goals for the Year by Employee
Sales Goals Comparisons*
Employee Closing Ratio by Product*
Showroom Closing Ratio by Product*
Customer Reasons for Not Purchasing (total showroom)*
Reasons Product Not Purchased
Cost Per Opportunity by Advertiser*
Advertising Response*
Advertising Sales Volume Comparisons*
Advertising Sales by Product
Advertising Opportunities by Product*
Closing Ratio by Advertising Type
Dollars by Zip Code*
Top Zip Codes*
Employee Actions*
Un-Sold Customer Maintenance*
Customer List and Action Dates*
Most Productive Customer Analysis*
Returns by Salesperson Reasons and Consistency Analysis*
Showroom Understaffing Analysis*
UpBoard Reorder Trail*
Out Of Rotation Report*
Un-Sold Customer Automatic Mailing and Lists*
F1 Step By Step (click through) PowerPoint Presentation "How to Use
TRAXsales"
F7 10 Minute Audio-Video PowerPoint Presentation On The Benefits of TRAXsales
for the Sales Force
Maintenance Features
Properties such as Print Options, Data Base Management, Settings Etc.
Showroom Settings
Store Hours*
Employee Actions*
State Settings
Type of Day Analysis (weather/event, and how they effect sales)*
Networking Setup
Report Access for Salespeople Settings
Adding and Removing Salespeople Screen
Assigning Salespeople to a Showroom Screen
Time Clock Adjusting
Advertising Expense Settings
Employee Goals Maintenance
Goal Dates Settings
Daily Activity Report and Opportunity Editing
Customer Maintenance, Customer List
Automatic Customer Import-Export Function
Customer Mail (also duplicated in Reports)
* Currently Available on the Internet