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Client Analysis Tool

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

The Client Analysis Tool is a sales based tool. This can be broken down by salesperson, client type and dates to narrow down sales data.

  1. Sales Person: You can choose a specific person in order to pull client and sales person data.

  2. Client Types: Vary depending on the setting and to help narrow it down a Certain Client type can be selected.

  3. Custom Date: You can filter the data even to a specific date.

Data Example:

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