Note: Sales Trajectory report is available for Enterprise Plan users.
“Sales Trajectory” reflects the change in sales performance by both, the company and the specific sales representative. The green line indicates the total sales in the selected period on a monthly basis. The red line allows you to compare this year results with the last year sales results. The dotted line presents the monthly sales average for the previous and current year.
You may review one more graph – “By Employee”. Select the sales representatives of interest in the table below. You will be able to compare results trajectory of several employees', i.e. who is making progress and who needs to put more effort. Are the sales results stable or on the contrary – curve is jumping and sales are difficult to control?
- Sales Results: Customer Loss Reasons report
- Sales Results: Won Deals
- Sales Pipeline: Pipeline today
- How to set sales goals?