Use the analytical views from the Analysis panel to evaluate the sales and monitor its development. The analysis uses the Business deals data. The CRM updates the Analysis immediately after creating a Business deal.
Only the users with the Administrator, Full throttel or Certain restrictions role can fully access the Analysis. The users with the Readonly role have no access to the Analysis.
Click the Sales by Products option in the Analysis menu to view Sales by Products analysis.
The Sales development by products analysis shows the profit from chosen products sales in a particular period.
In the Table tab, you can see individual business cases in details.
Sales by Products Analysis Filters
The list of products which the analysis is based on can be found on the right of the diagram. If you click on any product name, you will exclude it from the diagram. Excluded products can be recognised by lighter writing. You can easily view any analysis you need like this.
To filter data, use detailed combinations of various criteria.
