new sales summary report added to core suite reports

July '19

Previously the Sales Summary report has been a custom report, provided to clients on a requested basis. It's now been added to AccTRACKER's Core suite of reports, available for all users.

It's a very effective way to view your sales progress from the high-level, then drill down to the details of each sale.

The Report displays on a single line, the total number of items in each stage of the sale for the products or projects in your sales report, along with the relative percentages. From the summary, access the full details of the report or selected stages and products.

As with all Core reports, which distinguishes us from other CRM's, the Sales Summary contains tremendous flexibility to select and display data as you require, and can be customized on request.

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