Taking a step back for a periodic review of your sales performance can be just as important as the sales themselves.
A review means asking yourself some fundamental questions about your sales.
A snapshot report can help you answer those questions by giving you exactly what it sounds like; a snapshot of your sales activities in a downloadable format.
Unlike a financial statement such as an income statement or balance sheet, it only takes 2 minutes to prepare.
sales-i is automatically mapped to an account’s page on Salesforce, so your Snapshot reports can be easily accessed along with your familiar dashboard tabs.
If you want to generate a report on someone’s behalf, you simply enter their details (see image below) to change the author of the report and prepare documents for the main speaker.
Image showing how to change the report's owner
Every business and every consultative sales call is different. This is why we’ve included the option to reorder and exclude types of reports at a micro-level. Helping you prioritize your topics of discussion and minimize skipping of irrelevant pages in the generated report.
You have the option of saving your configuration as the default or generating the report as a one-off request. Your default configuration will be automatically downloaded in autopilot.
Did you know you can also create Snapshot reports for individual sales representatives to discuss their performance and activities during quarterly reviews?
Take a look at how to create a snapshot report or speak to your customer success manager to find out more.