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Britixo Reporting: Sales Filters, Performance Reports & Goals

0:35 · Official YouTube tutorial ·

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Britixo Reporting: Sales Filters, Performance Reports & Goals. Follow the live application screens with clear instructions and English captions.

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Britixo Reporting: Sales Filters, Performance Reports & Goals. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/use-sales-reports/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/reports-goals-surveys/ Use the deal board, list and filters: https://britixo.com/help-centre/sales-crm-board-list-filters/ Use customer reports: https://britixo.com/help-centre/use-customer-reports/ Understand the Sales CRM workspace: https://britixo.com/help-centre/sales-crm-deals-overview/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLXpPEweYXbf8 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Choose the report • Apply consistent filters • Define a measurable goal Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #Reporting #SalesAnalytics #BusinessIntelligence #CRM MORE HELP https://britixo.com/help-centre/create-and-manage-goals/ https://britixo.com/help-centre/export-employee-360-pdf/ #CRMSoftware #CRMTutorial

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