Summary
The sales analysis module gives historical and statistical data on quotations.
Details
Results can be grouped by Salesperson, Date Ranges, Statuses, Jobs etc.
Two Charts are shown:
| • | Quotes and Sales |
| • | Markups and Conversions |
Note: The Cost is Less GST
A editable text box displays the main text part of the original quotation.
Totals and statistical data are shown in a panel to the right of the Charts
EDIT Loads the Salesperson module to create or edit Salespersons
Toolbar
Creates a new Quote
Deletes the current or Selected Quote(s)
Refreshes the grid after a change of Salesperson, Date Range etc
Closes the routine