View and Download Sales Data

‍

1. Viewing Sales Status on the Dashboard

Viewing All Records

1. Go to Dashboard > Sales > Sales Status.
2. Click on the [Period / Product category / Brand / Model] tab.

• Period: Select the date range you want to view. You can check up to 100 days of data at a time.
• Product category: Select the product category you want to view.
• Brand: Select the brand you want to view.
• Model: Select a single model or choose a Model group.
  💡What is a Model group?
  If you want to see the total sales of multiple models rather than just one, you can create a Model group.

3. Click on [View all] to select different viewing criteria.

• View all: Displays all sales data within the conditions set in step 2.
• View by distributor: Filters the sales data to show only sales from a specific distributor.
• View by district: Filters the sales data to show only sales from a specific district.
• Per workplace: Filters the sales data to show only sales from a specific workplace.
• By employee: Filters the sales data to show only the sales uploaded by a specific employee.

‍

Viewing Detailed Records

1. Click View detailed data to check and delete individual sales records.

‍

2. Viewing Sales Status on the App

1. Open App > Leader Mode > Sales and click on a specific Product category to view its Daily details.
2. Check the Sales and Market share (%) data.
3. Click the See trends tab in the bottom right corner to view a graph of sales trends by week or day.

‍

3. Downloading Sales Data

‍Download daily/weekly sales data as an Excel or PPT report.

1. Go to Dashboard > Menu > Sales > Sales Status.
2. Click on the [Download data] tab in the top right corner.
3. Select the type of data you wish to download:

• Raw Data: View a list of all collected records by date.
• PSI Report (Excel / PPT): A report format that provides an overview of weekly collected data.

4. Select the desired Product category and Period, then click [Download].