Sales Managers Toolkit Reports

1. Enquiry Analysis Report

Purpose:

Provides a breakdown of all enquiries created within a specified date range.

How to Run:

1. Enter a Date From and Date To to define the reporting period.

2. Optionally, select a Salesperson from the dropdown menu.

   • This field is not mandatory, but helps filter results.

3. Click Report to generate results.

What You Can Analyse:

• Volume of enquiries

• Salesperson activity

• Date-based enquiry trends

Use this report for performance reviews or identifying follow-up gaps.

2. Showroom Log Report

Purpose:

Displays all sales activity processed in the showroom over a specific date range.

How to Run:

1. Enter the start and end date using the calendar tools or manual input.

2. Click Report to generate the data.

Use Case:

• Track daily or weekly showroom volume

• Identify peak times or gaps in activity

• Review customer flow and follow-up rates

3. View Salesperson’s Calendar

Purpose:

View a selected salesperson’s diary, including appointments, follow-ups, and test drives.

How to Use:

1. Select the salesperson from the dropdown list.

2. Click View to load their calendar.

This provides visibility into their workload, planned customer interactions, and potential scheduling conflicts.

Summary

These CRM tools support proactive sales management by offering clear visibility into enquiry patterns, showroom throughput, and staff scheduling.