WEEKLY SALES REPORT
To do every Friday after Friday's daily sales report is done.
STEP 1
In Daily report, we get the total result per week for S2A, S10, S28 and Q2. DATE RANGE is basing on dates in the daily sales report
Same process for daily sales but date range should be for the week you're getting basing on dates in the daily sales report
See process for DAILY SALES REPORT
To get Close Rate
In S28
STEP 2 - BROKERED MARGIN
Pinnacle - Purchase Order - Reports - P10 Purchase Order Profit Report
Enter date range
BROKERED MARGIN $$ are found on report in a summery at the bottom of each salesperson
STEP 4 - CHART VIDEO GUIDE
a. Higlight ROW 76-92 COLUMN B-L
b. Change font color to BLACK
c. Highlight the figures then click on INSERT - CHART
Send report to the same guys who are being sent the DAILY SALES REPORT to.
NOTE: Make sure that the template for next week's report is prepared
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