Net Sales report

Chris Horroll
Chris Horroll
  • Updated

The Net Sales report allows you to create a list of the number of offers per negotiator.

To create your Net Sales report:

  1. Click Reports on the main toolbar
  2. Click Sales in the side menu under Reporting Groups
  3. Click Net Sales under Sales Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Period
    2. From and To dates
    3. Category
    4. Order
    5. Direction
    6. Group
  5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
  6. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  7. The report will automatically open in a new browser tab once created
    1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it


The Net Sales report shows the following information:

  • Office
  • Name
  • User
  • Offers Taken
  • Offers Followed up
  • Offers Revised
  • Offers Accepted
  • Sales Withdrawn
  • Accepted Less Withdrawn

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens

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