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Reporting

76 Articles

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  • Know Your Numbers (KPI) 2 Articles
    • Know Your Numbers (KPI) Worksheets & Planners
    • Totals & Grouping by Salesperson
  • Exporting & Formatting 0 Articles
  • Upper-Level (Blue) Tab Reports 0 Articles
  • Print Assistant List Reports 0 Articles
  • Reporting Tab 28 Articles
    • DNC Audit Report
    • QuickBooks Log Report
    • Call Center Report
    • Detailed Marketing Report
    • Lead Cost Report
    • Job Cost Report
    • Production Report
    • Production Status Report
    • Balance Due Report
    • Commission Payment Report
  • The Detailed Reports - BYOR 0 Articles
  • Dashboards 5 Articles
    • Dashboard Cheat Sheet
    • SharpSkill – Lead Cost Report
    • MSOU – Knowing Your Numbers: Reporting With MarketSharp!
    • How to Turn on Dashboards

Print Assistant List Reports

    Upper-Level (Blue) Tab Reports

      Reporting Tab

        The Detailed Reports – Build Your Own Report

          Exporting & Formatting

            Know Your Numbers (KPI) Worksheets & Planners

              DNC Audit Report

                QuickBooks Log Report

                  Call Center Report

                    Detailed Marketing Report

                      Lead Cost Report

                        Job Cost Report

                          Production Report

                            Production Status Report

                              Balance Due Report

                                Commission Payment Report

                                  Commission Report

                                    Demographics Report

                                      Detailed Sales Report

                                        Installed Volume by Work Crew & Product Detail Report

                                          Opportunity Report

                                            Payment Report

                                              Sales Performance Ratio Report

                                                Sales Report

                                                  Sales Report by Financed

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                                                    Getting Started
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                                                    Editing a Brochure Mailer (Coming Soon)
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                                                    Editing a Label (Coming Soon)
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                                                    Statistics (Coming Soon)
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                                                    Enter Survey Information
                                                    Demographics Report
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                                                    Email a Survey (Coming Soon)
                                                    Call Center
                                                    Call Center v2
                                                    Inbound Calling
                                                    Calling Queue Data
                                                    Do Not Call - DNC
                                                    Reporting
                                                    Know Your Numbers (KPI)
                                                    Know Your Numbers Worksheet
                                                    Totals & Grouping by Salesperson
                                                    Dashboards
                                                    Dashboard Cheat Sheet
                                                    How to turn on Dashboards
                                                    Print Assistant List Reports
                                                    Upper-Level (Blue) Tab Reports
                                                    Reporting Tab
                                                    DNC Audit Report
                                                    QuickBooks Log Report
                                                    Call Center Report
                                                    Detailed Marketing Report
                                                    Lead Cost Report
                                                    Job Cost Report
                                                    Production Report
                                                    Production Status Report
                                                    Balance Due Report
                                                    Commission Payment Report
                                                    Commission Report
                                                    Demographics Report
                                                    Detailed Sales Report
                                                    Installed Volume by Work Crew & Product Detail Report
                                                    Opportunity Report
                                                    Payment Report
                                                    Sales Performance Ratio Report
                                                    Sales Report
                                                    Sales Report by Financed
                                                    Sales Report by Job Status
                                                    Sales Report by Product
                                                    Sales Report by Product Detail
                                                    Sales Report by Project Manager
                                                    Sales Report by Salesperson
                                                    Sales Report by Salesperson & Product Detail
                                                    Sales Report by Work Crew
                                                    Service Report
                                                    The Detailed Reports – Build Your Own Report
                                                    Exporting & Formatting
                                                    Release Notes
                                                    View All Videos
                                                    Join Meeting
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