1Tool enables you to send your turnover or sales target report by e-mail. This report is emailed to you every Sunday in the form of a structured Excel spreadsheet, including graphic preparations.
You can make the settings for sending the sales target report by e-mail directly at the User Settings ihres 1Tool Access. Simply click on the area “Welcome, ….” and then on “Settings".
Now activate in the tab “Notifications” under the item “sales target” the checkbox “Submit the sales goal report every week” and then click Save to save the setting.
You will now receive your sales target evaluations by email every Sunday. Sales targets and sales per quarter of the current calendar year as well as pipeline and forecast for the next 12 months are always visible.