The Unit Sales Tracker report lets you monitor unit sales and salesperson activity by reporting on when a unit becomes a "confirmed sale." Use this report to get a snapshot of unit deals within a date range, filtered by unit type and salesperson.
What Is a Confirmed Sale?
A confirmed sale occurs when either of the following happens on a unit deal:
A deal deposit is taken on the Customer Order, or
The Unit Deal status is progressed from Quote to In Progress
Running the Unit Sales Tracker Report
To open the Unit Sales Tracker report, navigate through the Blackpurl header to Reporting > Reports.
On the Reports page, go to the Units section and select Unit Sales Tracker.
Default Parameters
When you first open the report, it runs with the following default settings:
Units from deals that have been confirmed sales
Date range: last 7 days
All unit types: Inventory, On Order, Temporary, Consignment, and Trade-ins
All salespersons
Default Columns
The report displays a standard set of columns by default. To customize which columns appear, click the column selection button and select or deselect columns from the list. Adding the profit columns is recommended to get a full snapshot of each unit deal.
Changing Parameters
To adjust the report parameters — such as date range or unit status — click the parameters dropdown and update the fields as needed. The Status field lets you filter by unit types such as On Order, Inventory, Consignment, and others.
More Information on Reporting
The following articles cover additional reporting features in Blackpurl:
Reporting Tips and Tricks — covers how to get totals, change columns and filters, print or export results, save custom reports, and more.
Scheduled Reporting — explains how to schedule reports to generate automatically and be emailed to a Blackpurl user.
Blackpurl Reporting Overview — shows where to find all reports in Blackpurl.
Share a Custom Report in Blackpurl — explains how to share custom reports with other users.