This is the area where you can view your sales and advertising reports within the system.
Sales Report: You can create custom sales reports with sales reports. You can filter these reports by salesperson or customer status. You can separate your sales from those that come from advertising and organic sources and generate detailed sales performance reports.
- Open the Reports -> Sales Report page from the main menu.
- You can filter your report by salesperson, patient status, or date range.
- If you want to export your report from
Excel, click the export button on the rightmost column with filters.
Advertising Reports: With advertising reports, you can see in detail how much return you received from which platform with the advertising budget you spent. You can examine your advertising and return performance at any time, compare the success rates of your advertising channels, and adjust your ads according to successful ones.
- Open the Reports -> Advertising Report page from the main menu.
- You can filter your report by advertising source, patient status, or date range.
- If you want to export your report from
Excel, click the export button on the rightmost column with filters. - If you want to see how much you have spent on your total advertising budget compared to the number of people who have received it, enter your number in the field that says “Enter Total Advertising Amount“.