To make a business impact, it is a best practice to check your reports on sales opportunities or sales leads regularly. Keeping track of numbers and trends in these reports gives you insights into your business and also helps you make quick business decisions, decide on resource allocation, and more.
Zenoti provides the following reports to track opportunities.
- Pipeline by Status Report
- Pipeline by Owner Report
- List of Opportunities Report
- Conversion Summary Report
- Conversion Details Report
- Opportunities Modified Report (Daily report)
- Opportunities Pending Follow-Up Report (Daily report)