General Reports: Visual Examples
General Reports – Visual examples
There are a number of stock General Reports available to you as a dealer. Sometimes it’s hard to know which keyword of information on customers, sales, leads, etc is easily available to you.
To make this easier to search, we wanted to make this visual record of General Reports available in Focus 2.0. Key words/headers are provided after each image to enable you to easily search (CTRL + F) and see which reports have information you’re seeking.
Quotes/Sales and Customers List > Closed Orders
Key Headers:
- Quote number
- Customer Name
- Status
- Sidemark
- Close date
- Subtotal
Quotes/Sales and Customers List > Customer Balance Summary
Key Headers:
- Customer Name
- Balance
Quotes/Sales and Customers List > Customer by Quote Activity
Key Headers:
- Customer name
- Customer address
- Customer phone & email
Quotes/Sales and Customers List > Customer by Sale Activity
Key Headers:
- Customer name
- Customer address
- Customer phone & email
Quotes/Sales and Customers List > Sales by Appointment Type Summary
- Customer name
- Quote number
- Quote status
- Sidemark
- Quote Created Date
- Subtotal
Quotes/Sales and Customers List > Sales by Customer Summary
- Customer number
- Quote status
- Sidemark
- Sales Rep
- Quote created date
- Subtotal
Quotes/Sales and Customers List > Sales by Lead Source Summary
- Customer name
- Quote number
- Quote status
- Sidemark
- Quote created date
- Subtotal
Quotes/Sales and Customers List > Sales by Rep Summary
Key Headers:
- Customer name
- Quote number
- Quote status
- Sidemark
- Quote created date
- Subtotal
Quotes/Sales and Customers List > Sales by Zip Code Summary
- Customer name
- Quote number
- Quote status
- Sidemark
- Quote created date
- Subtotal
Quotes/Sales and Customers and Adjustments > Discounts by Order
Key Headers:
- Sale Rep name
- Quote number
- Name of customer discount adjustment
- Quantity (Qty) of adjustment
- Discount per unit
- Total discount
Quotes/Sales, Customers and Line Items List > Sales by Product Summary
Key Headers:
- Product
- Order number
- Total Price
- Grand Total
Key Headers:
- Product
- Order number
- Total Price
- Grand Total
Quotes/Sales, Customers and Payments > Order Payments
Key Headers:
- Sales Rep Name
- Customer Name
- Order number
- Date payment was Received
- Amount
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