Sales Report

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We understand that reports are essential in each company to study the progress of each and every business activity. With Saphyte, reporting becomes easy using the pre-defined report templates.

You can access the Sales Reports under the Reports tab.

saphyte sales reports
  • Pipeline Summary Report – gives you a general view of the current standing of your pipeline in terms of stage distribution, total deals worth, count of active, won, and lost deals.
saphyte pipeline summary report
Pipeline Summary Report
  • Funnel Deals Report – shows the rate of deals moved across all the stages of your sales pipeline until it gets closed
saphyte funnel deals report
Funnel Deals Report
  • Sales by Team Member Report – shows the total number of sales made by each salesperson
saphyte sales by team member report
Sales by Team Member Report
  • Pipeline Stage Distribution Report – shows the number of deals and the worth of each deal in each stage of your sales pipeline
saphyte pipeline stage distribution report
Pipeline Stage Distribution Report
  • Client Sales Report – shows how much deal was won or lost per client
saphyte client sales report
Client Sales Report
  • Pipelines Projection Report – shows the projected amount that can be closed per sales pipeline
saphyte pipelines projection report
Pipelines Projection Report
  • Pipelines Performance Report – shows comprehensive stats of your pipeline performance within a date range
saphyte pipelines performance report
Pipelines Performace Report

Download Report as PDF

The predefined reports are downloadable as PDF by clicking on the ‘Download as PDF‘ button.

saphyte download report as pdf