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Features for Sales Agents»Reports
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Last modified on 10/26/2012 1:24 PM by User.

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Reports

 

Reap the rewards of entering data in OASIS by using our powerful reporting tools.

  • Find out what your quote hit rate with any specifier is by using our Customer Success report
  • Canned and customizable reports available
  • Track Projects with our quote listings, status and follow up reports
  • View order information by summary or detail each order by line
  • Check your order backlog
  • Track invoices with our aged invoices and invoice listing reports
  • Run Product sales reports to track sales
  • Track goals by manufacturer, sales person or customer
  • Identify orders not fully paid
  • Calculate commissions and overage due the agency
  • Calculate what is owed to commissioned salesmen
  • Report on long-term salesMonth over month and year over year sales comparison
  • Save report filters to be run over and over at the user’s convenience
  • Adjust security to allow or prevent users from running different types of reports
  • Set up specific reports for a user to be able run from their home page.