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How to access reports
How to access reports
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Written by Training
Updated this week

📌 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.

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