{"id":245597,"date":"2020-10-08T10:29:30","date_gmt":"2020-10-08T08:29:30","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/sales-reporting-boards\/"},"modified":"2022-06-15T12:39:47","modified_gmt":"2022-06-15T10:39:47","slug":"sales-reporting-boards","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/sales-reporting-boards\/","title":{"rendered":"Sales Reporting"},"content":{"rendered":"

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Sales Reporting <\/h1>\n

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With Boards you get precise sales forecasts<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

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Sales Reporting<\/h1>\n

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With Boards you get precise sales forecasts<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

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Use a Pipeline Dashboard to get an overview of all current sales opportunities. See at a glance how many sales you can hope for.<\/p>\n

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Create your sales workflows to quickly identify which Opportunity is in which stage.<\/p>\n

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As soon as you move the ticket from an Opportunity to the next stage, the next set of activities are automatically created.<\/p>\n

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A quick overview is important in sales<\/h2>\n

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Being able to see at a glance how many sales opportunities you have, and their status, is a must if you want to sell successfully. The Pipeline Dashboard from Plus Package for Daylite<\/a> shows you in a modern way which stage a Daylite Opportunity is in. Your personal sales workflow provides the framework. As soon as you move an Opportunity to another stage, the predefined tasks are created in the background and delegated to the right people on your team. Sales meetings are fun again and you keep track of everything!<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin_tablet=”” custom_margin_phone=”||10px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”29px||40px||false|” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_color=”rgba(0,0,0,0.05)” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”||40px|||” border_width_all=”1px” border_color_all=”#ef8b23″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Most important features<\/h2>\n

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