Sales Reporting System Checklist
📈 Sales Reporting System Checklist
📊 Data Sources & Collection
Integrate with CRM & POS systems
Enable manual data input
Import historical sales data
Automate daily data sync
📁 Report Types & Templates
Daily sales summary report
Weekly trend analysis
Monthly sales forecast
Top-performing products report
📅 Scheduling & Distribution
Set automated report schedules
Email reports to stakeholders
Enable download in PDF & Excel
Share via secure dashboards
📊 Visualization & Dashboards
Create interactive sales dashboards
Use filters by region, rep, product
Add charts (bar, pie, line)
Real-time KPI indicators
🔐 Access & Permissions
Role-based access control
Audit trails for report access
User authentication integration
Data encryption in transit and storage
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📤 Export to PDF