The Unit Sales Tracker report is basically a way of tracking unit sales and Salesperson activity by reporting on when a unit becomes a “confirmed sale"
What is a "confirmed sale"?
- It is when either a Deal deposit is taken on the Customer Order or the Unit Deal status is progressed from Quote to In progress
To run this report
From the Blackpurl Header > Reporting > Reports - Unit Sales Tracker
The default parameters are set to report:
- on units from deals that have been "confirmed sales"
- within the last 7 days
- for all types of Unit - Inventory, On order, Temporary, Consignment and Trade-ins
- for all Salespersons
The default columns are as per this screen shot:
Remember that you can change the default columns or parameters quite easily
Change the default columns by clicking on and then selecting and/or deselecting the columns from the list
Change the default parameters can be change by clicking on and changing them as required ie date range etc or Status of the Unit
For further tips on Reporting, please review our article - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results