Sales Report
The Sales Report gives you an overview of your Weekly Sales Revenue as well as your Projected Annualized Revenue.
You can also view the total for new orders and set a Weekly Sales Target to track your performance.
The Leaderboard is a list of all the Account Managers ranked by Total Active Sales. You can also view their totals for Live Requests, Live Prospects, and Live Orders.
To access the Sales Report, go to the Sales tab under Reports in the left hand menu.
Performance Report
The Performance Report is an overview of the best and least performing campaigns in the network. These campaigns are grouped into 3 categories: campaigns with 0 leads in the last 7 days, campaigns with 1-5 leads in the last 7 days, and campaigns with more than 5 leads in the last 7 days.
You can also view the average visits, calls, messages, and leads per campaign and the total visits, calls, messages, and leads in the network.
To access the Performance Report, go to the Performance tab under Reports in the left hand menu.
Cancellations Report
The Cancellations Report is a list of the cancelled campaigns in the network. You can search by campaign name, account ID, account manager’s name, etc.
Here you can also renew a cancelled campaign by clicking on “Renew” to the right of the corresponding row.
To access the Cancellations Report, go to the Cancellations tab under Reports in the left hand menu.
