Click on the ‘Sales’ tab at the top and select ‘Sales Activity’ from the drop-down menu.
Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
You will be presented with a graph showing the number of orders and quotes generated for that time period.
You can refine the report further by selecting a specific sales rep or a specific customer from the drop-downs at the top of the screen.
You can drill down further into the time series by clicking on one of the bars in the time chart.