You can now register sales and quotes directly inside Callbell and track your team’s performance without leaving the platform.

After configuring your products, agents can record a sale or quote directly from the conversation view using the $ icon. Each record includes products, quantities, values, discounts, and notes, and is saved in the contact’s profile.

All data is available in the Sales Analytics dashboard (https://dash.callbell.eu/analytics/sales), where you can track:

• Total sales and revenue

• Total quotes and quote value

• Performance by agent, team, and product

You can also filter results by date, channel, agent, or team, and export the full sales and quotes history for further analysis.

To configure and start using Sales Analytics, go to: https://dash.callbell.eu/settings/sales_analytics

If you want a detailed step-by-step guide, check the full article here 💰