Most organizations with outside reps struggle with providing access to the type of in-depth reporting which can help reps sell more effectively. Often this data is locked away in QuickBooks, Navision or Sage or other software designed for the back office.
Orderoso syncs with those solutions and transforms that data to live, web enabled reporting scoped to the user’s role in our system. In this way, we’re able to provide sales reps with easy access to only their sales history while allowing managers to review their entire organization’s results.
This level of access provides sales reps with the ability to find underperforming accounts, identify accounts likely to reorder and increase their overall awareness of their customers, products and sales. In addition, managers can quickly produce reports from all sales data without waiting for accounting to run reports.
Reports can be shared via PDF, excel or csv and saved, providing quick access to commonly referenced metrics.
A few of our most widely used reports include:
The Account Analysis Report
Provides real time data on sales by account.
The Presentations Report
Tracks rep’s presentations made for each account with important client feedback.
The Sales Detail Report
Provides granular, sale by sale data.
Orderoso provides 18 additional report types including samples, samples by rep, allocations, product performance, daily sales and more.