Sales Meetings Report

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Sales meeting is an effective way to build relationship with your prospects. This Sales Meetings Report will show how many meetings your sales team are conducting every month.

How to use this report:

  • If you have already determined the ideal number of sales meeting, this report will show who among your sales rep are hitting their target.
  • Use this report together with Sales Won Report to understand if there’s a correlation between the number of meetings and number of won deals, and calibrate your sales team’s meeting goals.

 

Solution Expert: Sheryll Chua

SKU: 2207210939 Category:
What this solution gives you:
  • A real-time report that shows the number of quotes sent per month and the number of quotes sent by salesperson per month over the last 12 months
  • A link to a custom report that you can access anytime
  • A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule

 

How we will deliver this solution to you:
  1. We will send you an order document to fill out.
  2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
  3. We will start building the report give an estimated date when it will be completed.
  4. Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.

 

Cost to implement:
  • Basic: $89/month
  • Standard: $49/month
  • Premium: Included in your package
About the Author Sheryll Chua

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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