Sales Manager Privlidges , Overseeing Sales Peoples Leads

[tradezone]

Hello,

We are new to Sugar and need a very basic question answered. How do our sales managers and admins view basic things like:
- how many leads per day / month sales people are entering
- looking at lead to account conversion ration per sales rep
- measuring the $$ amount of opportunities a sales rep has outstanding

thanks all!

[christianknoll]

You will need Reporting capabilities to do that. Take a look at http://www.sugarforge.org/projects/kinamureporter/ as a reporting solution that can help answer all the questions you just asked.

christian.

Hello,

We are new to Sugar and need a very basic question answered. How do our sales managers and admins view basic things like:
- how many leads per day / month sales people are entering
- looking at lead to account conversion ration per sales rep
- measuring the $$ amount of opportunities a sales rep has outstanding

thanks all!