It's no secret that Sales reports are a very important part of any Sales Manager's job. Sales team leaders need to know the number of deals closed by each member in order to evaluate how effective they're being when it comes to closing deals and bringing in revenue for their company.
If you are looking for a way to save time and improve your efficiency then check out these helpful hints on using spreadsheets! In this tutorial, we'll show you how to use the Sales Report Spreadsheet feature in CommerceCore™ so you can create a Sales report with ease!
What is a Sales Report
A sales report is a comprehensive document that analyzes all of a company's sales activity using numerous metrics, KPIs, and dimensions such as sales volume, revenue, team performance, opportunity pipeline, and so on. Sales managers, sales department heads, and sales team leaders use Sales reports to track their teams' progress.
Sales reports are not just used to track a Sales department's progress, but they can also be helpful in the Marketing and Sales Operations departments. Sales team leaders should work with other managers from these two departments on making sure that each of their respective metrics lines up correctly for better business decision-making.
The importance of sales reporting
A sales report illustrates all trends in a company's sales volume over time, indicating whether sales are rising or decreasing. This report may be used by sales managers to choose the best course of action, such as identifying market opportunities and places where sales volume can be enhanced. Sales reports can also be used to evaluate the Sales department's performance, as well as that of individual Sales team members.
Salespeople spend just one-third of their day actually talking to prospects. They spend 21% of their day writing emails, 17% entering data, another 17% prospecting and researching leads, 12% going to internal meetings, and 12% scheduling calls.
A sales report is a useful tool for any company or Sales manager who needs a quick and easy way to summarize important data about their Sales process without needing an Excel expert to create one from scratch.
But what if you don't have the time to create Sales reports every week? What if you are looking for a more efficient way of creating Sales reporting documents?
What exactly is CommerceCore™
Sales Report Spreadsheet feature ?
The spreadsheet is a highly integrated component in CommerceCore™, so it can update the reports or data that the apps, such as the sales module, are continually updating, and you don't have to constantly enter every single data change into the spreadsheet. Because of its highly integrated nature, the spreadsheet option may be found in any program that requires any Spreadsheets action.
CommerceCore™ has put together this very powerful spreadsheet that allows users to quickly summarize their important Sales data without needing an Excel whiz or wasting time building Sales reports every week.
The Sales Report Spreadsheet feature lets users quickly summarize their Sales data and create a Sales report in just minutes!
How to use Sales report spreadsheet in CommerceCore™
You can access the Spreadsheet straight from your sales module's Dashboard. To access the spreadsheet, go to the Dashboard's Reporting tab and choose Sales from the quick dropdown.
This will take you to the dashboard view of your sales report, as seen in the picture below.
You can notice three alternatives or emoticons that indicate three different sorts of report viewing possibilities. The first choice is the dashboard view, as shown in the picture above, the second is a Pivot view, and the third is a Graph view. The pivot view is seen in the following screenshot.
When you select the Measures option, a new set of options appears on the right side of the window. You may select different sizes for the things that will be shown on your table.
As you click on the Measurements, you'll see that the columns of the Pivot table rise and shrink in size. A range of different filtering and customization options for your Pivot table can be seen on the right side of the screenshot. You may also choose other ways for arranging the data on the pivot table based on your needs from the options. These choices are useful if you have to deal with a significant volume of data at the same time and can assist you navigate the spreadsheet without becoming weighed down.
Following the filtering and measuring operations, you must click 'Insert In Spreadsheet' to have your data shown on the CommerceCore™ spreadsheet. The option will provide you with a short dropdown menu from which you can either build a New spreadsheet or Insert it into an existing spreadsheet. After you create a new spreadsheet with your data, the entries will appear as seen in the picture below.
Spreadsheets play a large and important part in sales, and they provide a plethora of useful tools and complex techniques. The CommerceCore™ spreadsheet can help you with your sales. You may indicate a group of columns or a single column by highlighting it using different highlighting choices. Color may be used to fill the columns for easier data management.
To make changes to your spreadsheet fields, utilize the choices displayed in the picture above. You can make your spreadsheet appear sophisticated and stunning.
With complex features such as File, Edit, View, Insert, and Format, you can build a one-of-a-kind Spreadsheet experience. You can establish rules on your spreadsheet using the Format option. Simply go to the Conditional formatting option under Format, which will provide you a section with room to set your rules, as seen in the picture below.
The computing processes in the spreadsheets are comparable, and if you've worked with Excel sheets or Google spreadsheets, the formula for CommerceCore™ spreadsheets will be familiar.
In the sales sector, it is critical that you maintain data properly, even if it is only in a spreadsheet, so that the data can speak with you at a look. The highly integrated nature of the CommerceCore™ spreadsheet with the other CommerceCore™ apps is the primary benefit that an CommerceCore™ user may derive from CommerceCore™ spreadsheet. You are not need to enter every single data modification into the spreadsheet. It will be completed automatically, and this sophisticated method will save you a significant amount of time and energy.
The Spreadsheet in CommerceCore™ has features that will make your spreadsheet more efficient and communicative in nature. With advanced features and tools, you can work your way through the sales procedure effortlessly. If this sounds like something you need - Schedule a demo or contact us using this Contact Form to get started!
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