Sales Reporting and Analytics
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      Sales Analytics

      FI Works includes dashboards for sales that include pipeline analysis and sales activity. This dashboard may be customized for you institution.

      1. To view the Sales Analytics Dashboard, click on “Sales Analytics” under the Sales menu.
      2. The Pipeline dashboard is displayed by default.
      3. Click on Filters to set custom filter values.
      4. Click on other dashboard names to view them.

       

      fiworks-sales-analytics