New to Nutshell and looking for a way to import your past sales from a different spreadsheet or CRM? Bringing in your past business can unlock the ability to run comparison on your sales reports in Nutshell right away, and take advantage of Nutshell’s other beautiful reporting features.
In this post, we will take a look at how best to import your past sales for easy and powerful reporting.
What information do I need to import?
Leads in Nutshell are your business opportunities with companies and people. As such, you must first create a company or a person page with which to associate your closed lead. The following must be created as columns in your .csv file prior to import.
- Related entity (Person/Company name)
- Product Name
- Product Value
- Statuses: Won, Lost, Cancelled
- Description (Lead name)
You may additionally map the following fields to your closed leads, if this is information you’d like to report on:
- Open Time
- Closed Time
- Assignee (names in your file must match the names of users in your Nutshell account)
- Note Date
- Tag (must be predefined before import under Company Settings > Tags)
- Territory (must be predefined before import under Company Settings > Territories)
- Custom fields (must be predefined before import under Company Settings > Custom Fields)
How should my file be formatted?
The file that you're importing into Nutshell must have each piece of information in its own column.
- Include columns for product name, product value, status and lead description, and any other unique pieces of information you want to add to Nutshell
- Lead opened and lead closed dates should be in YYYY-MM-DD format
Where do I go to view and report on my past sales?
The Sales report is the first report you see when you enter the Reports section of Nutshell and provides you with information on all of your won leads.
You can change the incremental time bucket of each bar in the chart using the Day, Week, Month, Quarter, and Year selections at the top right corner of the chart.
To compare sales with a previous period, check the ‘Compare to’ box in the date-picker. You can decide between a year-over-year comparison or compare to a previous period. The latter option will use the same length as the time frame you're reporting on.
To learn even more about Nutshell’s sales report, click here.
To gain insight into why you have lost business simply click on Reports > Losses.
Click the Date Button in the upper right-hand corner of the report to filter by time period. Options are: Last 30 days, Last 90 days, Last 365 days, This month, This quarter, This year, This fiscal year, Last month, Last quarter, Last year, Last fiscal year, and Custom
To learn everything there is to know about the Nutshell losses report, click here.
Please sign in to leave a comment.