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) *
* Recent developments or enhancements