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Getting to Know the Sales Report

Getting to Know the Sales Report

It allows access to consolidated information about the number of quotes that were sold.

Updated over 3 months ago


STEP 1 - Access
Click on Reports > Sales

STEP 2 - Use the Search Filters
Select the characteristics of the Sales you want to view.

You can filter by:

  • The period in which it was sold;

  • Office;

  • Person responsible for the sale;

  • School;

  • Partner;

  • Country;

  • City;

  • Canceled quote;

  • Sale type.

You can export this information into an Excel spreadsheet by clicking "Export."

If you still have any questions, please contact support or reach out via WhatsApp.

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