Help > Sales > Can I view my sales by period?

Can I view my sales by period?

Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)

Can I view my sales by period?

To review your sales go to Clients > Sales 

In this section you will find the sales for a given period as follows:

You will find different icons and columns such as:

Filter by:

Sort columns: Sort the columns in ascending or descending order.

  • Name / Company: in this column the client's name will appear with the company name and the labels it has so far.
  • Concept / Line: concept of the sale and the product line to which the sale belongs.
  • Last payment: date of the last payment recorded.
  • Advances: Amount of the advance received on the sale.
  • Commissions (%): amount of the commission for the sale and percentage of the commission.
  • Remarks: any comments to be made on the sale.
  • Balance: Amount pending to be paid for the sale.
  • Total: Total amount of the sale.
  • Closed on: date of sale closing and how many days it took to close the sale since the opportunity was created.
  • Exe: User initials.

Multiple options: select all or some of the clients to discard the sale, tag them or to send an email. 

Options menu for each sale:

  • Add new follow up
  • Edit existing sale
  • Create the Invoice 
  • New opportunity 
  • Direct sale 
  • Create pending
  • Tag
  • Delete