Sales reports
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Written by Ashok P
Updated over a week ago

Cloud has Sales reports to help you better understand and predict your business's performance by providing data for critical Sales metrics at your company. These reports can be accessed under the "Reports" tab in the left navigation menu.

Sales Results

The Sales Results report provides data on sales revenue, average margin, opportunity closing ratio, and the average number of days for closing an opportunity.

You will get insights into the sales numbers by Project Type, Lead, and the historical Sales trend over a selected period. It has a leaderboard for salespeople. You can see why your company is losing Opportunities.

Sales Forecast

The Sales Forecast Report provides data on Forecasted sales revenue, sales pipeline, and the expected sales numbers per Salesperson.

You will get insights into the expected sales numbers by Project Type, Lead, and the Sales projected over a selected period.

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