Sales Won Report


Do you want to know if your business is growing? Which members of your team are generating the most profit?

The Sales Won Report allows you to track your overall sales performance over a period of time, identify sales trend, and measure the performance of your team based on sales revenue. By tracking and analyzing these sales KPIs, you can optimize your sales strategy and ensure a steady business growth.

However, the number of sales won alone won’t give you the full picture of how well your sales team is performing. You need to compare it with other metrics, like the number of quotes sent and sales meetings, to truly understand what makes a sale and how your team can replicate a successful sales process.

Solution Expert: Sheryll Chua

SKU: 2207210942 Categories: , Included in License Cost: PremiumTechnologies: SharpspringResults sought after: Make sales process more effectiveTypes of solution: Setup
What this solution gives you:
  • A real-time report that shows the total number of won opportunities and the total sales value over a period of time.
  • You can choose to display the data monthly, quarterly or annually and break them down by sales rep.
  • 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:
  • A number of reports are included. Please refer to the pricing page

Sheryll Chua

About the Author

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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