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Up Board/CRM
Reports List:
Performance Summary (combined analysis of
all statistics)
Performance Letter (personalized letter for each salesperson
regarding stats)
Information Gathering Efficiency Report
Time Sheet
Reasons for Not Purchasing (by salesperson)
Time With Customers
Busiest Time of Day
Salesperson Activity Report "Ctrl A"
Below Average Sale Report
Below Average Closing Ratio 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)
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