View the Sales Call Dashboard 4
Introduction: The Sales Call Dashboard in the Fresa Application helps users monitor and manage sales call activities. It provides a salesperson-wise view of planned and actual sales call activities based on the selected date range and applicable filters, making it easier to track and follow up on sales activities.
Note: Select the required From Date, To Date, Salesperson, and other applicable filters to view the relevant sales call activities. The dashboard displays planned and actual sales call activities based on the selected criteria.
Step 1: Log in to the Fresa Application.
View the Sales Call Dashboard 1
Fig 1
Step 2: Navigate to the Sales module and select Sales Call Dashboard.
View the Sales Call Dashboard 2
Fig 2
Step 3: Enter the required From Date and To Date, select the Salesperson, and apply the other required filters.
View the Sales Call Dashboard 3
Fig 3
Step 4: The planned and actual sales call activities will be displayed salesperson-wise based on the selected criteria.
View the Sales Call Dashboard 4
Fig 4

Benefits of This Feature

  • Helps monitor planned and actual sales call activities.
  • Provides salesperson-wise visibility of sales activities.
  • Helps track sales calls within the selected date range.
  • Makes it easier to monitor and follow up on sales activities.
  • Provides a clear overview of sales call activities.

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Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.

Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.

Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.

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