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Managing Reports

The Reports tab is designed to manage sales reports imported from external distributors. By uploading these reports, the CRM automatically creates the corresponding sales records, ensuring that all revenue sources are consolidated in one system.

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• Access and Visibility
• Working with Reports
• Mapping External Data
• File Format Requirements
• Why Sales Matter

Access to the Reports tab can be configured based on user roles:

• Some users may have full access to upload, view, and download reports.
• Others may only be able to view existing data.
• In some cases, access may be completely restricted.

• View and Navigate: Filter and sort reports to quickly find the files you need.
• Download Reports: Download the originally uploaded file for offline reference or verification.
• Upload Reports: Import new reports from distributors to generate sales data automatically.

Distributors often use different naming conventions for products and organizations. To ensure proper alignment:

• The CRM allows you to define organization dictionaries and product dictionaries.
• These mappings translate external names into your internal ones, guaranteeing that imported sales are attributed correctly.

For a report file to be successfully loaded:

• The first row must contain product names.
• The first column must contain organization names.

Special cases

• If a product or organization cell is empty, the corresponding row or column will be ignored.
• Data cell which is not formated as number is ignored

By consolidating distributor sales reports in the CRM, you:

• Eliminate manual data entry and reduce errors.
• Gain a complete view of sales performance across all channels.
• Ensure consistency through product and organization mapping.

Accurate imports mean your CRM always reflects the full picture of sales activity, whether generated internally or through partners.