Joe,
For reporting, what we gathered from discovery and were planned as part of
MVP were these basic reports (all of which would be filterable by time
range, salesperson, client):
1. Deals closed, lost, and won percentages
2. Product/line item percentages sold versus not sold
3. A company's / client's buying history with product details
Let me know which data points from that document are relevant to your
proposed report (and others your forsee) so we can leverage them when the
time comes.
I'll talk with Robert and get you some proposed meeting times first thing
tomorrow for the SQL integration call!
-James
On Mon, Apr 13, 2026 at 4:45 PM Joe Dickman <
joe.dickman@superiorsteelsupply.net> wrote:
> Awesome thanks for that document I will review it soon, but the original
> context of my email is for the team we also want a general document of
> what you guys understand we want to report on for executive decisions
> because I am not sure what’s