Released on 3/5/24-3/12/24
- Deal Movement Report
- Reporting > Deal Movement Report
- New Deals – New deals compared to the previous day
- Removed Deals – Deals that were removed (deleted) “Removed Deals”
- Moved to Carryover – Deals moved out of this month into a future month
- Moved In Deals – Deals previously in CO that were “Moved In” to this month
- Total increase in deal numbers day-over-day
- Aggregated totals will display at the top of the page, by scrolling down you can access each deal number in each category
2. Monthly Sales Report
- Reporting > Monthly Sales Report
- Compares the previous year’s monthly data, to the current year/month data
- Objective – Total sales for the same month in the previous year + 10%
- % of the Objective – Pending + Closed / Objective
- Per Day Needed – total units that need to be closed daily to meet the objective by the end of the month
*Bug Fixes:
- Total count on Leads Application by location
- Inventory mobile view now properly allows filter selection
- Adding a follow up on mobile
- Corrected an issue with Customer Has displaying a reload error when the year was selected
- Sales Log is correctly displaying customer name
- Properly handle leap year data on Sales Log
- Added customer UID to customer search index and results