In Map My Customers, Reports are how you can easily visualize your team’s progress and activity.
Reports come in a handful of different flavors – overview reports, activity reports, deal reports, location reports, and exports. Each report provides you with unique insights, graphs, and even maps.
Reports can be viewed for your entire organization, a single team inside your organization, or an individual rep.
To access Reports:
Currently Reports are only available on the web.
- Select “Reports” from the Navigation Bar
- At the top of the page are tabs for each of the different report pages. By default, clicking on Reports will take you to the first tab, “Overview”.
There are five Reports pages:
- Overview reports
- Activity reports
- Deals reports
- Location reports
- Export reports
This section explains how to: