APP DETAILS


Video

Category
Sales

Requirements
7 DataPages

Easily track transactions in this centralized online database app. It is ideal for sales teams who have been previously using Excel spreadsheets to produce sales reports. This app is self-managed and can easily be deployed on your intranet or any website.

Standard Features

  • Sales representatives can track their own sales, plus see how they compare to other team members.
  • Sales managers can view the overall team sales performance and manage employees.
  • Charts visualize individual and team sales revenues over time.
  • Supports unlimited sales representatives and managers, each with their own login.

Ideas for Enhancement

  • Customize fields and dropdown values, or add new fields such as images and files.
  • Add user roles so sales managers can only view the sales representatives assigned to their team.
  • Track sales numbers against monthly pipeline and forecasts.
  • Add additional interfaces for sales dashboards, product catalogs, or buyer information.
  • Add a file field to attach invoices or receipts to each record.
  • Enhance the application and turn it into a full-featured CRM or order management application.