We Prepare Sales Reps to Service Builders
Management Reports
Our Management Reports come in two primary views: By Sales Rep per Week, and By Plan. This lets you see a high-level overview of the trailing 5 weeks, and still see every plan that was processed in the current month to date.

Sales Rep per Week


The Sales Rep per Week report will show all OSR’s that have sent in plans during the given time frames, alongside their store. The grand totals will be summed on the far right column.


By Plan


The By Plan report itemizes each plan that was processed with key information like the Finish Date, Project Name, Builder and SF. This report is usually sent with the activity from the previous week but it can be sent monthly and quarterly at your request.