📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
Once you have accessed Sage Sales Management, go to the "Reports" menu. Inside, you will find the following folders:
User Analysis: This folder contains information about each user's sales performance and, if there is a sales team, it includes a dashboard for the team manager.
Companies (Accounts to Visit): This folder contains information about accounts that have not been visited during the assigned visit cycle.
Opportunities: This folder contains information about customer opportunities, their current status, and their value.