Currently, at our dealership, if we want to pull a complete detailed list of deals for a division, there could be multiple sales managers/regions for that division and there is no way to view/export the complete list for all regions at one time. You currrently have to view/export EACH manager's list, which is time-consuming. Senior managers need the ability to pull one report that includes all the data for their division and they can't do that today. Thank you.
Deborah Styring
Hi Deborah,
The COTI update last year allows for this report by filtering on multiple Sales Managers, see attached screenshot.
Adding a dollar value would also be helpful