Summary of the Day
Choose this option to check the day's summary, with data on number of orders placed, total sales amount, average per order, number of items per order, number of visits, events of day and accomplished sales percentage.
Procedures
To check the day's summary:
| 1. | In the daily closing window, choose the Summary of the Day option. |
| 2. | Click Date to choose desired date. |
A calendar is displayed in which you can specify date, month, and year.
| 3. | After selecting month and year, click on desired day. |
The system shall return to the day's closure window with the day's summary.
| 4. | Use arrows on right side of window to check all the information. |
| 5. | Click Exit to finish. |
The system returns to main SFA-CRM window.