What can be done in the Reports menu?

The Reports menu generates concise documents to provide quality information on sales activity. These reports offer an analysis of results and contain critical information on sales indicators.

The Reports menu has the same features and functionalities on both mobile devices and the web.

Upon accessing the menu, you will find various reports organised into three folders. Click on the report you wish to download to view it. Here, you can add different filters to segment the report and review details. Once downloaded, you can save a copy on your device. It's important to note that these reports are static, so it’s not possible to modify their information.

The application offers three standard reports:

• Weekly Activity Reports • Unvisited Accounts • Opportunities Reports

The Weekly Activity Report provides several relevant indicators of business performance. You can download it by selecting the download format and the user.

Once downloaded, you can find various sections:

• In the first section, you can view a summary of your activity in the past week compared to the previous week, allowing you to compare your short-term activities. • In the second section, you can see accounts covered in the past 30 days. On the left, there’s a list of the top ten accounts with the most interactions, and on the right, the ten accounts with the least activity. Both lists show the segmentation of these accounts and the percentage of activity with each. • Additional indicators include:

To the right of the opportunities pipeline, there’s a summary where you can see:

• The number of opportunities and the weighted amount of those due in the next seven days. • Opportunities with overdue close dates. • The number of won opportunities, with their total amount. • Finally, you can view those marked as lost in the last seven days and their total amount.

The unvisited accounts report displays inactive accounts based on the visit cycle. For instance, if accounts classified as type B have an assigned visit cycle of 20 days and have had no interaction within this period, they will appear in the report.

To download this report:

• Select the file format. • Choose the user. • Select a segmentation to export, for example, segment B.

Once downloaded, you can see:

• The number of companies classified as type B where the report user is listed as the owner. • The number of accounts visited within the set visit cycle for this segment. • The number of accounts not visited during the defined visit cycle.

At the end of the report, you can find a detailed list of inactive accounts based on the defined segment, including:

• The account name. • The last check-in date, showing when another user visited this account and their initials. • The date of the last check-in. If there’s no data, it means the user has never performed a check-in with this client.

The Opportunities Report allows you to track the progress and status of your sales cycle. In the download window, you need to select several fields:

• The report format. • The user. • The start and end time so that when the report is exported, it contains data for the selected period.

Once downloaded, the report is organised into several sections:

• The first section contains incoming and outgoing opportunities during the defined period. You can see all new opportunities, along with the average and total amount. On the right, you can view the number and amount of won and lost opportunities during the selected period. • The second section contains the opportunities pipeline, always calculated based on the weighted amount. • Finally, next to the opportunities pipeline, there’s a chart showing all open opportunities with a recorded “sales forecast date.” You can see which opportunities are overdue and future forecasts.

In the Reports menu, you’ll find standard reports provided by default in the application; these types of reports are those seen in the previous video.

It is possible to create custom reports, although this requires additional time and cost by the ForceManager team. The ForceManager technical team can modify the standard reports or create a new one tailored to your needs.