Sales forms the central activity in any business, that drives all the other functions. A streamlined sales process helps you run your sales operation efficiently, leading to higher customer satisfaction and better financial position of the business. CREST ERP offers you a comprehensive Sales Module that lets you manage the sales process end-to-end in a continuous flow, with total control on every stage of a sale.
Sales Dashboard
The Sales Dashboard is the home page of the Sales module in CREST ERP. It gives you key sales data on one page. It is interactive,allowing you to drill down to deeper data points. The Sales Dashboard is configurable, with the option for you to add or remove segments freely and easily.
You can easily switch between companies – in a multi-company setup, and financial years.
The interactive charts have options to download data, download the chart as an image etc. Click on the burger menu 
on the top right corner of the chart
You can use the Dashboard as a launchpad for reaching the important tasks of the day by clicking the related graphic element of the Dashboard. For instance, click on the Pending Quote For Approval block to list the quotes.
All sales functionalities available in CREST ERP are detailed in the following sections
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