Creating a Standard Report

Creating a report is a great way to spend less time wondering where you should prospect today, who you should follow up with, where your sales are for the month or where your productivity lies.

Below are a few example reports that we find helpful to have on hand. Keep in mind these are just examples of ways you can create a standardized report, we encourage you to be adventurous with reporting!

  1. Pipeline - filter by lead status and follow up > date range (optional) > appointment date (required)
  2. Sales - filter by status sold > date range
  3. Recent activity - filter by date range
  4. Verifying the location of a PIN - filter by Username > Location verified > Date range.

 

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