downloading "productivity' report from dashboard
Dec 13, 2017 2:52 AM
I would like to export info from the 'productivity' dashboard so I can perform some basic sales performance analysis - but there doesn't seem to be any capability to download/ export the info into excel.
I've formatted the "meetings" quickview to show:
- date of call
- venue name
- name of rep that called
- details of call.
I can't figure out how to download the monthly info to analyse, summarise and share.
Can anyone help?