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Manage your monthly sales meetings

  • opportunities

  • dashboard

  • product-sales

Use Dashboards as a focus for your Sales Meetings

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting.

In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along.

Quickly view your monthly sales by year in a chart 

View what sales are left in the pipeline for this month - click though from the chart to view the list of sales

To find out more on how to setup Dashboards and Charts click here.