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Learn how to generate the most commonly used reports, understanding the process for creating key reports to track sales performance and operations.
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Create custom filters to view data by Sales Agent, gaining the skills to set up personalized filters to analyze data by specific sales agents for improved insights.
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Apply best practices for leveraging Virtual Pulse effectively, exploring expert strategies for optimizing the use of Virtual Pulse in sales workflows and decision-making.
Sales Analysis & Virtual Pulse: Reports, Filters, and Best Practices
Mar 12, 2025
12-1:30pm, EST
What You'll Learn
Join use March 12, 2025 to learn how to generate the most commonly used reports, create custom filters to view data by Sales Agent, and apply best practices for leveraging Virtual Pulse effectively. Whether you're looking to refine your reporting skills or optimize your sales insights, this session will provide actionable strategies to enhance your workflow. Join us for expert guidance and real-time demonstrations!