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23 articles in this collection
Written by George Hampton and Eve Whyte

Report Download to Excel/CSV

Download your Exsalerate in Excel or CSV format for editing & review
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Written by Eve Whyte
Updated over a week ago

Data Upload Templates

Exsalerate bulk data upload templates and what you use them for
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Written by Eve Whyte
Updated over a week ago

Which Report Should I Use?

A summary of the fields contained within each Exsalerate custom report
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Written by Eve Whyte
Updated over a week ago

Sales by Code

View the total value of the products/services customers have purchased from your business
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Written by Eve Whyte
Updated over a week ago

Prospect Pipeline by Sales Team Totals Report

See who is assigned to each lead or prospect by phase within your sales pipeline.
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Written by Eve Whyte
Updated over a week ago

Sales Total Report

Download total monthly sales by customer over a specific date range.
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Written by Eve Whyte
Updated over a week ago

Conversion by Lead Source Report

See the channels your leads are generated from & their value in terms of converted spend.
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Written by Eve Whyte
Updated over a week ago

Conversion by Activity Type Report

See the activities that led to the highest sales conversion rates.
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Written by Eve Whyte
Updated over a week ago

Sales by Code Breakdown Report

View by customer the service/products they are purchasing from your business.
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Written by Eve Whyte
Updated over a week ago

Aged Receivables Summary Report

View all your overdue accounts by month inside Exsalerate
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Written by Eve Whyte
Updated over a week ago

Sales Team Reports

Get a quick snapshot of how your team is performing!
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Written by George Hampton
Updated over a week ago

Customer Call Cycle Export Report

View the last customer touchpoint and what activities are planned to retain & win business.
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Written by Eve Whyte
Updated over a week ago

Sales Pipeline Reports

View the status of your leads within your sales process by created & closed dates
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Written by Eve Whyte
Updated over a week ago

Customer Mail List Export Report

An export of all your customer contact information
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Written by Eve Whyte
Updated over a week ago

KPI Export

Download your teams performance to Excel
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Written by George Hampton
Updated over a week ago

KPI Export Report

Regularly measure your teams performance with an easy to download KPI report.
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Written by Eve Whyte
Updated over a week ago

Customer Love Report

See how much time & energy your team are spending on each customers vs. what they are spending with your business.
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Written by Eve Whyte
Updated over a week ago

Lead Source Tracking

Monitor & Track Conversions & ROI from Lead Sources
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Written by George Hampton
Updated over a week ago

Sales Team Activity Breakdown Report

View the activities your team has completed (or has planned) over a specific date range.
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Written by Eve Whyte
Updated over a week ago

Activity Detail Report

Provides managers an overview of the sales teams activity notes in an Excel File.
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Written by Eve Whyte
Updated over a week ago

Physical Address Export Report

Provides the postal addresses of all companies in order to run mail mergers.
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Written by Eve Whyte
Updated over a week ago

Sales Team Activity Totals Report

View the total number of activities your team have on the go to retain and win business
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Written by Eve Whyte
Updated over a week ago

Customer Lead Source by Status Report

See where your lead sources are coming from & where they sit within your sales pipeline.
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Written by Eve Whyte
Updated over a week ago