With the help of graphical reports in Upsales CRM you will get a clear overview of your key numbers. It will help you ensure that you're working against the right customers, that you have a high enough activity level and have enough ongoing business to reach your quota.
The Sales vs budget report will give you relevant key numbers pertaining to the different aspects of the sales process.
- The graph will show how you're doing compared to your budget. Blue means that you are in line with your quota, and red means that you are behind.
- Choose for which time period you want to display your report.
- Choose which users or roles you want to filter your reports by.