Unit Sales Report

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Released Version: 25.0

This article is useful for any customer with a subscription to EliteAnalytics.

Requirements

Requirement

Description

EliteAnalytics Subscription

This feature requires you to have an EliteAnalytics subscription.

EliteCRM or Dataverse Connector Licence

An EliteCRM or Dataverse Connector Licence is required to be able to use EliteAnalytics and this feature.

PowerBI Licence

A PowerBI licence is required to be able to use EliteAnalytics and this feature.


Feature Description

The Unit Sales Reports within EliteAnalytics has undergone significant visual improvements to enhance data presentation, making reports easier to interpret and use. Users can now configure up to four key highlight tiles on the home screen, providing quick access to essential insights with just a click. New reports include the Other Deals Overview and Salesperson Performance, offering a broader view of sales activity and individual performance.



Business Uses

  • Customise the home screen with key sales metrics and gain quick insights into sales trends.

  • Track salesperson performance efficiently and analyse other deal-related data for deeper insights.