-- Sample of Management reports --
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Completed
Activities Analysis A report which lists total activities completed for each GoldMine user, such as appointments, calls, messages, to-dos, letters sent, etc. The total number of activities is also included. |
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Sales
Rep Activity Report A report that provides the sales manager with detailed information on each sales representative’s pending and history activity including notes. |
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Daily
Schedule Report Serves as a day timer describing the sales representative calls, meetings, and to-dos throughout the day. The printed report can be hole punched and put in a personal day timer or used as a checklist when making follow-up calls throughout the day. |
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Contact
Profile Details all the vital information regarding the contact and its current status. Name, address, telephone, all fleet related and company-related fields, as well as activities, notes, and history are indicated in this comprehensive report. Sales representatives can use this report to prepare for their Fact-Finding Meeting. |
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