To retrieve interesting statistics regarding your business you can work with the Assignment list. There are several different filter settings to get information about assignments. You can list assignments depending on the different settings you attach in your filters.
Note that if you tick more than one filter, all criteria must be met for an assignment to be shown.
Examples of filter settings:
Filter according to the sales responsible to view the assignments a specific seller is working with, won or lost. Choose the salesman and tick the status updates you are interested in.
To view a summarize of businesses with an expected completion within a choosen time frame and state expected completion. State 7, 14 or 30 days ahead of time, or your own interval of time.
To see the assignments from a certain category, choose the tag that has been put on that particular assignment.
To view all assignments for a specific team, choose Team. There must be a consultant connected to a role in the assignment for the assignment to come up. The consultant may be preliminary or definitely assigned. Choose to view status open and/or closed.