It shows the total amount of all hold orders by sale rep, product and customer.

Sales Distribution by Sale Rep

Steps:

1. From your Jazz, go to Reports > Potential Sales > By Sale Rep.
2. From the Potential Sales – Report page, choose a start date and an end date.
3. Click on snap download button.
4. Open the download snap, it will show sales between selected date.

Potential Sales By Sale Rep

Steps:

1. From your Jazz, go to Reports > Potential Sales > By Sale Rep.
2. From the Potential Sales – Report page, choose the start date and end date.
3. From the Bulk Actions, click on Export CSV.
4. You can also choose the start date and end date from a pop-up.
5. Download CSV by clicking on the Download button from By Sale Rep section and open it in any spreadsheet software.

Potential Sales By Customer

Steps:

1. From your Jazz, go to Reports > Potential Sales > By Customer.
2. From the Potential Sales – Report page, choose the start date and end date.
3. From the Bulk Actions, click on Export CSV.
4. You can also choose the start date and end date from the pop-up.
5. Download CSV by clicking on the Download button from the By Customer section and open it in any spreadsheet software.

Potential Sales By Product

Steps:

1. From your Jazz, go to Reports > Potential Sales > By Product.
2. From the Potential Sales – Report page, choose the start date and end date.
3. From the Bulk Actions, click on Export CSV.
4. You can also choose the start date and end date from the pop-up.
5. Download CSV by click on the Download button from the By Product section and open it in any spreadsheet software.