Simple Sales Tracking Blog

New report and charts added

New Sales Tracking Charts

The first in a series of new reports and charts we’re developing is now ready for your review.

The first of those is a new manager-only report named Team Member Activity. The goal of this report is to give you insight into the same kind of information that each of your team members view on their own Start Pages – including New, Won and Lost Opportunities, Current and Overdue Tasks and Current Appointments – filtered by date range. By default, when you run the report it will show you all the information created or due for the current week. Sorry, if you’re not an Admin or Manager on your team, you won’t have access to this report.

In addition to the new report is a new charting series which enables you to graphically display your sales, grouped by your custom fields. So, for example – if you have a custom field for Industry, you can see all your Leads, Opportunities and Accounts per industry in a nice bar chart. The charts can be interacted with as well as exported as a downloadable image.

Just like the reports, you can access the new charts from the Reports tab.

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Tell us what you’d like to see in the new Report Center


We’ve got a couple of new developers on board working out the final parts of a new API and Outlook plugin (we’ve had some delays – but it’s finally coming together now). Once they’re finished, we’re going to be starting on a new Report Center within Simple Sales Tracking – which will include new Reports and Charts/Graphs.

If you click on either report thumbnail above, you’ll see the sample report drafts that we’re looking to introduce. I’d really appreciate your feedback on those and any other ideas that you would find helpful from both a sales manager and team members perspective.

A handful of new fields will need to be added to support concepts like targets/budgets, so if your report idea includes information that’s not currently captured in SST – include it anyways.

You may have noticed the new filter boxes on the list pages. Over the next while another one of our developers is working to improve / streamline some of the UI. No big changes – just some refinements. If you have any questions about any of them – don’t hesitate to ask.

Filed under: New Features, , , ,

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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