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How to access reports

This feature is only available for the following plans:
SMALL TEAM
BUSINESS
Click here for more information on our plans.

 

Once you have signed into ForceManager, you can access reports on the top menu of the web application or on the side menu of the mobile application. The following folders will be displayed:

  • 1. User analysis: This folder contains information according to the sales performance of each user and, in the event of a sales team, includes a scoreboard for the sales manager.
  • 2. Accounts (accounts to visit): This folder contains information regarding those accounts that have not been visited during the visit cycle assigned.
  • 3. Opportunities: This folder contains information regarding the customer’s opportunities, their status and their value.

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