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Analytics: Potential Sale and Sales Transactions Reports
See every potential sale your team is working and every sale they’ve closed.
These two reports give you a full list of potential sales and closed sales. Use them to keep track of follow-ups and see exactly where each sale came from.
In this article
Potential Sale Report
Shows every potential sale submitted on the Floorboard. A potential sale is a customer who didn’t buy yet but might, like someone who wants to measure their room or come back with their spouse.
Pick your dates with From and To. You can search, filter, sort, and download the table.
| Column | What it shows |
|---|---|
| First Name / Last Name | The customer’s name |
| Sales Person | Who’s working with the customer |
| Status | Where the scheduled follow-up stands (see below) |
| Schedule Note | Any note added with the follow-up |
| Action | The follow-up planned, like Will Contact Customer, In Home Appointment, or In Store Appointment |
| Schedule Date / Schedule Time | When the follow-up is set for |
| Addr1 / Addr2 / City / State / Zip | The customer’s address |
| Location | The store |
| Phone1 / Phone2 / Email | The customer’s contact info |
| Product Category | What the customer was shopping for |
| Advertising Source | How the customer heard about you |
| Potential Sale Date | When the potential sale was submitted |
| Probability | How likely the salesperson thinks the sale is: Low, Medium, or High |
Follow-up statuses
| Status | What it means |
|---|---|
| Scheduled | The follow-up is set and coming up |
| Rescheduled | The follow-up was moved to a new date or time |
| Completed | The follow-up is done |
| Canceled | The follow-up was canceled |
| Late | The follow-up date passed and it wasn’t completed |
📝 Note: Some accounts don’t require a follow-up when submitting a potential sale. If there’s no follow-up, the Status, Action, and Schedule columns will be blank.
📝 Note: Your company admin picks which Action options show up in the Admin tab, so yours may look different.
Sales Transactions Report
Shows every sale your team closed.
Pick your dates with From and To. You can search, filter, sort, and download the table.
| Column | What it shows |
|---|---|
| Location | The store |
| Date | When the sale happened |
| Source | Where the sale was submitted: Traffic (from the Floorboard) or CRM (from the CRM) |
| Type | Always shows Sale |
| Sales person | Who made the sale |
| First Name / Last name | The customer’s name |
| Sale Order # | The order number |
| Sale amount | The sale total |
| Split With | The other salesperson, if the sale was split |
| Pre-Split Amount | The full sale total before it was split |
| Product category | What the customer bought |
| Advertising source | How the customer heard about you |
📝 Note: Split sales are set up by your company admin in the Admin tab.
Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.