How can I run a Hit-Rate Manager report?

You can run a Hit-Rate Manager report (Activity Performance Report)  within the "Hit-Rate Manager".

Run a Hit-Rate Manager Report

  1. Go to "Reports" and click on "Hit-Rate Manager".
  2. In the upper right-hand corner of the application screen click on "Options" (a big-wheel icon).
  3. Within the "Options" settings click on "View Settings".
  4. Configure the "View Settings" according to your preferences and Pipeliner will generate for your the report, on-the-fly!

Tip: If you would like to save these settings just click on the "Save" button on the top of "Options" window.

Run a Hit-Rate Manager report with only my activities

You can run a Hit-Rate Manager report with only my activities in the "Hit-Rate Manager".

  1. Go to "Reports" and click on "Hit-Rate Manager".
  2. In the upper right-hand corner of the application screen click on "Options" (a double-wheel icon).
  3. Within the "Options" settings click on "View Settings".
  4. Configure and select from the "View Activities" dropdown "My activities" option and pipeliner will generate for your the report, on-the-fly!
Tip: If you would like to save this settings just click on the "Save" button on the top of "Options" window.

Run a Hit-Rate Manager report of the sales unit activities

You can run a Hit-Rate Manager report based on the Sales Units' activities in the "Hit-Rate Manager".

  1. Go to "Reports" and click on "Hit-Rate Manager".
  2. In the upper right-hand corner of the application screen click on "Options" (a double-wheel icon).
  3. Within the "Options" settings click on "View Settings".
  4. Configure and select from the "View Activities" dropdown "Sales units activities" option and pipeliner will generate for your the report, on-the-fly!

Tip: If you would like to save this settings just click on the "Save" button on the top of "Options" window.

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