Welcome to the guide on the Territory Wise Sales feature in Empress. This feature is a powerful tool that allows business users to visually track and analyze sales by geographic territory. It is designed with a user-friendly interface and functionality, making complex data analysis accessible and easy to understand.
Introduction
The Territory Wise Sales feature is a dynamic dashboard chart that presents sales data based on geographic territories. It provides a visual representation of your sales data, enabling you to identify trends and make informed business decisions.
From a business perspective, this feature is vital as it allows you to analyze your sales performance across different regions. This can be beneficial in identifying your best-performing territories and those that may require additional support or resources.
Key Functions and Benefits
The Territory Wise Sales feature offers several key functions:
- View sales by territory: The feature presents a bar chart of sales, with each bar representing a different territory. This gives you a clear visual overview of your sales performance in each territory.
- Sort data: By clicking on the headers of the chart, you can sort the data based on territory or sales amount. This allows you to quickly identify your top-performing territories.
- Track changes over time: The ‘Last Synced On’ function allows you to track changes in sales over time. This can be particularly useful in identifying trends or patterns in your sales data.
As a business user, you have the permission to view and analyze the data presented in the Territory Wise Sales dashboard chart. However, please note that the modification of the chart settings is restricted to users with administrative privileges.
How to Use the Territory Wise Sales Feature
To access the Territory Wise Sales feature, navigate to the CRM module in Empress, and select ‘Dashboard Chart’. From there, you can select the ‘Territory Wise Sales’ chart.
To view the sales data for a particular territory, simply hover over the corresponding bar in the chart. To sort the data, click on the header of the column you wish to sort by.
Conclusion
The Territory Wise Sales feature in Empress is a powerful tool for business users. By providing a visual representation of sales data, it allows you to easily analyze your sales performance across different territories. This can lead to more informed business decisions and ultimately, improved sales performance.
For more information or support on this feature, feel free to consult the Empress user guide or contact our support team. Happy analysing!