Reports guides
Every guide for the Reports part of MovePlnr.
▶ Video · 2:35 Read your daily and monthly reports
Read the Daily Reports dashboard for your sales team, drill into each number, have reps submit end-of-day notes, read the Monthly Business Report, and put your sales numbers on the office TV. For owners, sales reps and office admins.
Watch and read
▶ Video · 2:54 Read the Sales Performance report
Read the Sales Performance report in MovePlnr: total sales, close rate and velocity, each rep's numbers, the Monday to Sunday booking calendar, clickable days and rep detail sheets, plus the Lead Hand-offs report. For owners and sales managers.
Watch and read