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Monthly sales numbers

New Member
Posts: 1
Country: United States

Monthly sales numbers

I am new to ACT. I would like to put monthly sales numbers by client into the database. What is the best way to set fields up so I  could look at monthly graphs or some summary of the monthly numbers.  Is there a way to upload from excel?  Thanks

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Monthly sales numbers

You may want to use the Opportunities feature in ACT! to help you with this.  Please see the following Knowledgebase on creating and managing Opportunities:

 

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1396...

 

Under the Reports menu, there are several Opportunity reports that can be used to provide information on Opportunity statuses.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.