ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAG
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FIELDS
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Sales Report
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CUSTOMIZABLE FIELDS
NOTES
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STATIC INPUTS
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Report nameSales Report
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Start Year2024
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Company nameSparrow FET College
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Event TrackedSales
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SYSTEM FORMATTING
Consider the system language to type in the date and separators settings
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Initial letter for 'Day'D
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Initial letter for 'Month'M
If no system formatting is entered, the template will consider the en-US
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Initial letter for 'Year'A
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Decimal point,
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Thousand separator.
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The data formatting will be applied in the Pipeline
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DATA FORMATTING
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Pipeline Date FormatDD/MM/AAAA
Preview
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CurrencyR
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Date:15/07/AAAA
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Number:R1,000.00
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PIPELINE DISPLAY
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Pipeline fieldDisplay
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Customer name
Select the fields to be displayed in the "Sales Pipeline" tab for Analysis
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Customer MailChimp
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Customer address
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Customer phone
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Region
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Company
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Position
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Lead source
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Creation date
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Expected close date
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Sales rep
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Deal value
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Comission (%)
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Comission (R)
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Status
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Stage
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Priority
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Notes
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INPUT FIELDS
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StageStatusLead sourceSalesperson
The three dropdown fields and their values to be used in the "Sales Funnel" and "Sales Pipeline" tabs
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LeadWonLinkedInJohan Nepgen
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Proposal in progressLostExposKabelo Sekoele
Do not change the 'Lead', 'Negotiation' and 'Campus Tour/Meeting' values
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Awaiting ApprovalOpenPrevious ClientsRenata Noble
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Proposal SentOn HoldMailChimpThapelo Maloba
Do not change the 'Won' and 'Lost' values
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NegotiationWebKelebogile Qankase
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Campus Tour/MeetingInternal DatabaseIlani Havenga
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Company ProfileSeta SSPXoliswa Malangabi
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QuoteSeta
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InvoiceInternational Funding
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Awaiting PaymentInternal Referals
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PaymentBEE/SDF Partnerships
Do not add any stages below the black line
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Foundations/Trust
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External Referals
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Cold Calling
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