• Activity by zone

  | The Activity by zone report can help you identify data and metrics on each of your designated zones. You can find it in Reports and goals: Once you've clicked on Activity by area, you'll be able to see the report, where you can filter information by dates and zones: ![](https://storage.crisp.chat/users/helpdesk/website/-/c/a/6/a/ca6add75171a0000/9dd79781-d41c-Few readers

• Print route summary in the mobile app

  | Handy lets you print a summary of route activity from the mobile app. To print this summary, first you need to: Have an open route Not have any pending activity to be sent to the web portal To print, go to the app's Products tab. Then, if you have an open route, in the bottom-right corner, you'll find the "Print" button. This printed ticket includes a sumFew readers

• Goals by new leads

  | In this report, you can establish lead objectives and goals for each salesperson. You'll find it in the Reports and Goals section, under Goals: Create new leads goals for each of your salespeople: ||| For example: if Marcus has to find 5 new leaFew readers

• Product activity

  | The product activity report allows you to obtain statistics on your products by filtering them by date, family, category, user, most sold, most profitable, etc. You'll find this in Reports and Goals, in the main menu: When entering the Product Activity report, you'll be able to implement several filters, such as dates, families, categories, and users: ![](httpFew readers

• Zoning tool

  | The zoning tool allows you to view clients and prospects on the map according to their zones. You can access this report in two ways. Directly in the general catalog, in the Main menu: Or in the Zones menu on the Map option: ![](https://storage.crisp.chat/users/helpdesk/website/-/1/0/4/7/1047048c296f4600/58d71443-71b0-4506-86e6-194338_z9az6w.pnFew readers

• Payments report

  You can find the Payments Report in Reports and Goals: This will show your payments history in a table: In this report, you'll find information about the payment, such as the date, the client, or any additional comments the salesperson miFew readers

• User report

  | This is a general report to get all information on one or several users, like visits, total sales, etc. You can find this report in two ways. One is by going to the Reports menu inside the general catalog: The other is in the User menu: Once you'Few readers

• Scheduled visits

  | This report can help you verify if scheduled visits are being fulfilled by your users. You can find this report in the ****Reports and goals tab by clicking on Scheduled visits: This report can be filtered by date and user. After choosing your filters, don't forget to click Update to apply them. ![](https://storage.crisp.chat/users/helpdesk/website/-/6Few readers

• Sales effectiveness per visit by amount

  | In sales, every transaction counts, and it’s important that each one delivers a positive return relative to the time and resources being invested. That's why we've implemented a feature to help you maximize the sales effectiveness per visit, a feature that lets you control the minimum sales per visit. Companies are constantly looking to optimize their processes and ensure that each visit their sales staff makes a difference. By establishing a minimum amount per visit, you can evaluate whetheFew readers

• See answers by user

  | This report will help you measure the number of forms each user has answered and the time they spend with their clients. You can find it in Reports and goals, by clicking on See answers by user: You can set filters for the dates you want to see: ![](https://storage.crisp.chat/users/helpdesk/website/-/c/c/5/1/cc518a41e4ecd800/a3e72e93-79d9-46a1-Few readers

• Delivery dashboard

  | The delivery dashboard gives you information about deliveries, such as summaries, totals, and map data. You can find it in the Reports and goals menu: Just like with other reports, you can filter by date, user and, in this case, by specific deliveries. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/3/5/c/a35c4346ff42c000/5140cd10-0106-456f-8a08-340Few readers

• Client activity

  | The client activity report can help you identify if any of your clients aren't being assisted, if they haven't been visited, or have no orders or forms. We recommend that you keep track of your clients to avoid losing them. You can find this report in Reports and Goals: After clicking on Client Activity, you'll see that you can view this report using seFew readers

• List of answers

  | This report will help you easily find previously answered forms. You can use filters to maximize the value of this report. You'll find it in the Reports and Goals menu: You can filter answers by the date they were answered on: You can filter byFew readers

• Distance travelled report

  | Handy can show you the distance travelled by each salesperson over a certain period of time. You can find this report in the Reports and goals section: This will show you how much distance each of your users has travelled: You can filteFew readers

• My new clients

  | The New Clients report lets you view new clients on a map or in a table, filtered by a selected date range. You'll find this report in the Reports and Goals section of the main menu: You can filter this report by date range or by zone: ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/d/a/2eda2a732c297200/f033b47c-5109-4a6b-b252-3f8f33_1cz01Few readers

• Download inventories by client

  | In this article, we'll go over how to keep track of how much of each product your clients have. From the web portal, you'll need to click on Reports and goals, then select Download Inventories by client: This screen will show you your client's inventories and how much they have of each of your products: ![](https://storage.crisp.chat/users/helpdesk/weFew readers