Analysis
In this section we will review the Analysis menu where you can create custom analysis / reporting based on critical dates, Project Types, Salespeople and so much more! The results from this menu item will give you a Grid Listing vs. Report style. If you prefer a canned report see here. Once you know how to manipulate one grid the options are endless on how you can slice & dice this data.
, multiple selections available,
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Reports
Reports
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New User Setup Checklist
New User Setup Checklist
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Lead Analysis (General)
Lead Analysis (General)
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Sales and Leads by Geographic Location
Sales and Leads by Geographic Location
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Final Profit Module
Final Profit Module
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Leads by Salesperson
Leads by Salesperson
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