With the new KundenMeister version 3.4.2, you now have a clear sales or sales target report for sending mail. This report will then be sent to you by e-mail every Sunday in the form of a structured Excel spreadsheet including graphical processing.
It always reveals sales targets and sales per quarter of the current year as well as pipeline and forecast for the next 12 months.
You will find the setting for the mailing of the sales target report directly in the user settings of your KundenMeister account. Under the sales target area, activate the checkbox ‘Send the sales target report every week’ and then save your changes.