Sales Order
Detailed Report presents a detailed report on various products sold from
the PMAMCRM system. The report can be generated for various products sold
by selected users in the lead owner’s hierarchy. The generated report
includes (1) sales person name, (2) lead / company name, (3) product name,
(4) product sold date, (5) price for each unit, (6) quantity of sold products,
(7) total amount, (8) total amount generated by the product sale, (9)
total amount generated from the company, and (10) total revenue generated
by the user.
The generated sales order forms the basis
for this report and it can be exported to an MS Excel sheet or a .PDF
file.
To generate Sales Order Detailed Report:
1. Select Leads
if you want to generate Sales Order Detailed report for leads OR Select
Accounts if you want to generate
Sales Order Detailed report for accounts.
2. Select user(s)
from the hierarchy. You can also select a region,
if you want to select user(s)
from specific region.
