Booked Events-Report

David I. shared this question ago

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How do we set up a daily report that shows which and how many events we booked. I want to know the event total cost, balance due, if customer signed contract, event date and if they purchased the damage waiver or not.

Can someone help me with set up this daily Sales Report for our Sales Mgr.?

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Comments (1)

Chad B. ● 13 hours ago

You want a report of sales THAT day?

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David I. ● 2 hours ago

Yes-I want my Sales Team to review and track daily sales [goals].

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David I. ● 2 hours ago

I also want to know daily outbound calls per Sales agent with call duration and total daily call times. We cracking the whip this YEAR 🤣😂

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Nick T. ● 1 hour ago

Hello David,

The best way to go about this would be to add sales reps names to your existing "Confirmed" filter to create new filters for each rep. Then, run this report from your leads screen and select the date you would like to view. There would be no way to add just the current day to your report (last 1 day would be 24 hours).

The phone tracking stats that you are looking for can be found at Dashboard-->Phone. Good luck!:)

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