LEAD WISE SALES ORDER REPORT

The Lead Wise Sales Order Report provides insights into sales orders placed against specific leads. It is particularly useful for analyzing the performance of lead conversions and tracking the first sales order raised per customer.

  1. Click on "Sales and Marketing".
  2. Click on "Lead Wise Sales Order Report" under "Reports".
    STEPS FOR LEAD WISE SALES ORDER REPORT

Lead Wise Sales Order Report Form

REPORT FORM

  • SO First Sales Order Number: Dropdown to select the first sales order associated with the lead.
  • Customer ID: Dropdown to select the customer by their unique identifier.
  • Customer Name: Dropdown to filter based on the customer's name.

Action Buttons

  • Filter: Applies the selected filter criteria and generates the report results accordingly.
  • Clear: Resets all applied filters, allowing the user to start a new search.

Icons

REPORT FORM

  • Refresh – Reloads the report data.
  • Home – Navigates to the application’s home or dashboard screen.
  • Back – Returns to the previous screen.
  • Export/Download Icon – Allows exporting the displayed report.
  • Search Bar – Quick search functionality to find specific text across the report.