Click on the Reporting icon in your left toolbar In the dropdown list of reports you’ll see on the left, click into the Team Sales Reports to explore.
This report shows performance metrics for all team members, including an "Unassigned" category.
Click on a team member or category to show the leads associated with that team member,
You can select milestones to display additional metrics. Available filters include: Lead source, Channel, Box, and Label.
Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.
They’re tied to your Boxly Stages, so as leads move through your pipeline, Boxly automatically tracks when they pass each milestone.
If you want to add the values of the milestones as columns to your view, simply click on the top “Milestones” button and select the milestone you want to display.
Click on “Add Filter” Select the filter you want applied, like Sources
The Filter options will appear next to “Add Filter”, select the specific filter within the category you chose. you can chose as many as you want.
Click “Apply Filter” button on the right and your filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.
Click on “Date: Last 3 months”, the default time is Year To Date
Select the date you want applied as follows:
1. Date range -
Options include: Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time
2. Starting - Chose a date
3. Ending - Chose a date
Click the “Apply” button
Click on the top Export button to export your Referral report.
If any filters are active, your exported report will only reflect the data you’ve chosen.
In the example below, your Team Sales Report will be filtered by the filter you’ve chosen.
You can export into .csv & .xlsx
