How to use the Sales report
Nutshell
1
The Nutshell **Sales report** lets you measure your won leads and their worth against your sales quota. Wherever you are in the Nutshell App, start by clicking on 'Reports' in the main side-navigation.
2
The **Sales report** will open by default. This is where you can see your sales over time. You can view sales by lead **value** or **quantity**.
3
You can choose a specific date range to zoom in on specific dates.
4
Narrow down your results by day, week, month, year or a specific date range. You can also compare your Sales to a previous period, such as *year-over-year*.
5
After you select your date range and comparison window, make sure to click 'Apply'.
6
The **Segment by** filters let you compare won leads by *competitor, product, assignee, tag, channel, territory and more*. This can be helpful by filtering down to a specific set of leads.
7
You can get even more granular by filtering by *Tags, Custom fields, and more*.
8
Once you've filtered your sales how you want, scroll down the page to see more details about your sales under the Details tab. The Leads tab shows all of the leads displayed in your sales report.
9
Clicking 'Change columns' lets you adjust the columns displayed in the Leads tab.
10
Add or remove any columns you'd like to show up in your Leads list.
11
Once you've adjusted the report to your needs, you can: - **Save** the report (if updating) or 'Save as' (if creating a new version) - Saved reports will be available for easy finding under 'My saved reports' - **Share** the report with the rest of your organization - **Download** the report as a summary, a list or an image
12
We made our reports easy so that you can get the information you need - and get it fast!
How to use the Sales report
Nutshell
1
The Nutshell **Sales report** lets you measure your won leads and their worth against your sales quota. Wherever you are in the Nutshell App, start by clicking on 'Reports' in the main side-navigation.
2
The **Sales report** will open by default. This is where you can see your sales over time. You can view sales by lead **value** or **quantity**.
3
You can choose a specific date range to zoom in on specific dates.
4
Narrow down your results by day, week, month, year or a specific date range. You can also compare your Sales to a previous period, such as *year-over-year*.
5
After you select your date range and comparison window, make sure to click 'Apply'.
6
The **Segment by** filters let you compare won leads by *competitor, product, assignee, tag, channel, territory and more*. This can be helpful by filtering down to a specific set of leads.
7
You can get even more granular by filtering by *Tags, Custom fields, and more*.
8
Once you've filtered your sales how you want, scroll down the page to see more details about your sales under the Details tab. The Leads tab shows all of the leads displayed in your sales report.
9
Clicking 'Change columns' lets you adjust the columns displayed in the Leads tab.
10
Add or remove any columns you'd like to show up in your Leads list.
11
Once you've adjusted the report to your needs, you can: - **Save** the report (if updating) or 'Save as' (if creating a new version) - Saved reports will be available for easy finding under 'My saved reports' - **Share** the report with the rest of your organization - **Download** the report as a summary, a list or an image
12
We made our reports easy so that you can get the information you need - and get it fast!
