Tracking Sales

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Marissa Sweazy

• January 26, 2016 20:35
• Edited

I entered in my sales and commissions per customer but now I don't know where to find them and it still says zero on my income goal. 

Where do we go to see the sales that we've entered?

Thanks!

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  Natalie Palombi

  • January 26, 2016 21:11

  I am having the same problem...They don't appear in activity feed or show up when viewing my income goal :o

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  Kim Goar

  • January 29, 2016 02:33

  I was told that the income is measured in $1000 increments and it won't show anything until it reaches $1,000.

   

  I would like to be able to go back and track sales we've made in some sort of report.

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  Nicole Knudsen

  • February 23, 2016 16:42
  • Edited

  Yes, it would be great to see year to date sales info no matter how much the overall sales are. It will allow me to make sure I entered in the correct info. Mistakes happen. And, also I can see if I am on track with my monthly goals so I can meet my yearly goals. Will we be able to have that capability? 

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  Denise Overton

  • February 28, 2016 17:07

  Are you all entering the full amount of the sale or just your commission amount?  But I agree, it would be nice to see where we are before we get to $1000.

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  Barrie T.

  • February 29, 2016 23:25

  Ladies, we are building this part of Teamzy out and it will grow much more robust in the coming weeks. If you go to the Business Page, and scroll down, you'll see the Activities Report. You can sort it to show just sales you have entered. :)

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  Megan Hillegass

  • June 09, 2016 02:09

  how do i edit a sale if I've entered the wrong numbers?

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  Barrie T.

  • June 09, 2016 16:33

  Megan, right now you can't edit the sale. This function is coming soon! In the meantime, send a ticket through the help desk by clicking the Help button inside Teamzy. Request that they make the correction for you and they'll fix it right away!

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  Melissa Crosby

  • June 19, 2017 19:17

  Am I missing something, because when I record my sales, I'm not seeing where to put the $$ amount?

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  Barrie T.

  • June 19, 2017 21:33

  Hi Melissa!

  We don't track $$ or volume anymore. We simplified the process as most people keep this data in their back office. In Teamzy, you track the sale so you can track that your efforts connecting and following up have borne fruit. We also use this data point to generate your Connects to Sales ratio on the Business Page.

  To track your income, you can go to the Business page and click on Add Income. 

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