Reports, Client, Sales Analysis

Use this report to analyse your sales process with regard to the six standard “actions” in the Client Notes….

1. New enquiry received
2. 1st appointment
3. 2^nd or other appointment
4. Factfind complete
5. Sale done
6. Case done

The report is based on the adviser linked to the client record and commission earned by that adviser in the selected period (i.e. purchase invoices to the adviser with suitable invoice dates)…

To run the report, starting from Durell’s Main Menu…

• Click the “Reports” button
• Select “Sales Analysis” and click the “Proceed” button
• On the “Sales Analysis” dialogue, shown below…
• Enter a date range, as required (n.b. Blank to date = all up to that date. Date to blank = all after that date. Both dates blank = all entries regardless)
• Tick all the address sets you wish to include (typically just “Clients, Individual”)
• Tick all the advisers you wish to include
• Optionally save your selections with the “Save” button (and thereafter use the “Load” button to recall them, and optionally use the save name as the report title)
• Click “OK”