This report allows you to analyze all sales that have been proposed to clients, as well as those that have been refused. It provides a clear overview of acceptance rates and missed opportunities, making it easier to adjust your sales strategies.
The steps below will guide you through generating this report in a simple and efficient manner.
Click on Sales > Reports > Proposed and Refused.
Next, enter the start date and end date.
You can also include the customer or search for one using the blue magnifying glass.
Click Submit.
The report will show: date, linked to sale, product, quantity, price, and client.
Next to the Close button, you can print by clicking on the Printer icon.
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