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Reporting Menu
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This report is your primary sales pipeline report. It reflects your active sales pipeline for you and your team.
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Report based upon deal source.
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This report displays the revenue, associated costs and return on investment (ROI) for your sources.
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This report displays a simple red light/green status for all of your key deal to-dos and events including milestones.
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This report displays all of your notes for a specific deal or contact. Filter your notes based on your notes categories.
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Review and track commissions for won deals. View commissions and review by month and year to date.