My Sales Overview

 

The tool shows a chart of sales cases you are responsible for versus your personal budgets by months.

Below, your sales cases are grouped by the current month, quarter and year to provide the following summaries for these periods:

  • Offers – sums up the values of all your sales cases in the Offer phase.

  • Sales – sums up the values of all your sales cases in the Contract phase.

  • Budget – gives your personal budget for the period.