This report provides a full view of the sales activity carried out month by month.

The term sales activity combines the following actions:

      • Appointments
      • Calls
      • Tasks

Prerequisite

Access to the report

This report can be accessed from the report menu of the group Commercial activity.

It is also called by default from the following functions :

  Customer relation > CRM activity > Appointments

  Customer relation > CRM activity > Calls

  Customer relation > CRM activity > Tasks

List of criteria

Parameter

Parameter title

Type

sitedeb

Site range

FCY

datedeb

Date range

D

actiondeb

Action type range (Local menu Task, Call, Appointment)

M971

description

Description (Local menu No, Yes)

M1

typact

Action type (Local menu Actions performed, Actions to be performed)

M2963

impselections

Print selections (Local menu No, Yes)

M1

Description of the report

In order to understand the content of the report, the latter displays a first page specifying the selectin criteria being used and the sort being applied to present the information.

Then a new page is created for each part of the report relating to a new site.

For each site, a classification of the actions is carried out month after month from the oldest actions to the newest.

For each month, the total number of actions is displayed for each type. (Appointment, call, task)