- 10.4. Proposals & Sales Category
10.4.3. Invoiced Sales Summary - 10.4.2. Backlog Report
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10.4.3. Invoiced Sales Summary
Invoiced Sales Summary
This report identifies invoiced sales within a specific date or date range.
Props&SalesInvoicedSalesSummOptions.JPG
| Invoiced Sales Summary Options | Description |
|---|---|
| What time frame should the report reflect | Select a date filter from the list provided or you can enter your own date range by clicking on the 'A specific date range' option. |
| Show Invoiced Sales Details | In Detail View mode each proposal that includes a customer invoice that was created within the selected date range will be displayed. The proposal displayed is a link to the proposal and can be clicked on to open the proposal. |
| Should the report be filtered by sales rep | The report can be filtered to show a single or multiple sales reps information by selecting sales rep name in this field. |
| Should the report be filtered by to specific customers or vendors | If you want to filter the report to specific customers or vendors, enter the first few characters of the customer/vendor name and any entries in your database will be displayed, select the appropriate entry from the list. |
| Add this report to your saved reports | Checking this box will allow you to enter a name to save your report criteria. The name you enter here will appear in the My Saved Reports menu item under Reports. |
The reports shown below was run in Detail View mode and was filtered to show only invoiced sales for sales rep Test User.
Props&SalesInvoicedSalesSummReport.JPG
- 10.4.3. Invoiced Sales Summary
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10.4.4. Bookings Report