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Created by Guest
Created on Mar 25, 2022

Upsell Analysis Report Split Per Advisor By Maintenance Group

I would like the ability to drill down the Upsell analysis by advisor report, to be able to see the Maintenance Labour Sales split by maintenance group, per advisor, rather than just the total, as is currently the case. It's the same thing the "Maintenance Sales Summary" currently shows, except I like how the Upsell analysis splits it by what they booked for themselves and what they upsold on other appts

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