This Sales and Marketing Management System provides an integrated solution for managing sales representatives and linking each client with their assigned tasks. Sales representatives can add new clients, log tasks, update task statuses, and input costs, with profits and losses calculated automatically. The system supports monthly and real-time reports for individual representatives and an overall monthly summary for all staff, showing detailed profit and loss insights.
Managers have access to view reports for each sales representative, including monthly profit and loss summaries. The system also displays profits in both USD and the local currency. In addition, users can attach various file types (e.g., images, PDFs) to each task, allowing for easy retrieval of files related to specific tasks or clients.
