CRM Phase 1 - Flipbook - Page 91
Field
Description
Contact Analysis Drill Down
This report Provide the ability to view the sales executives performance in
relation to contacts over a pre determined period. The ability to drill into the
shown analysis is provided; double click on the required cell to display an
individual9s contact performance for a set period.
Source of
Business Analysis
Provide an analysis of the source of business recorded for sales contacts
over a pre determined period.
Records Created
No Follow Up
Provides a manager of a record of new customer records created by a sales
executive where no follow-up has been recorded.
Database Cleansing Reports
02.006.01 L1 Revision 8.35 18/05/07
Page 91 of 115
