Maintain complete control
Monthly Reports
You can track our team’s progress with your own customized monthly report.
At the end of each month, our dedicated Sales Managers will craft a report compiling all actions taken during that time period, all neatly summarized for you.
Feel free to ask for further clarification if you need it.
Your Report
The top dashboard contains the potentials that changed status, all the potentials managed during that month and the total amount of open potentials separated by country.
There’s a counter for the number of meetings held during the month and at the bottom of the dashboard you will find the estimated worth of the current pipeline.
The funnel section provides an easy break-down according to the potential’s stage.
Each potential, with descriptions of the actions taken, the results, and future steps, is listed in detail for you to examine.
