Synapsys reports allow Managers to view sales efforts via Referrals Sent, associate cross sell ratios and outbound calling efforts.    

To access reports: 

1. Access Synapsys:  See Synapsys CRM Navigation
2. Select Reports from the Related Functions option or by using the Reports icon in the tool bar.

Associate Reports

This option will allow you to pull reports as they pertain to your personal performance and production.

Team Reports

This option will allow you to pull reports as they pertain to your team. 

Helpful Reports 

Team Reports:

• Birthday Month: displays all clients with a birthday in the specified month.  This can be helpful for outbound calling efforts.   
• Referrals Sent (with ribbon icon):  displays all referrals sent by each associate in an office for a specified time frame.  This report is helpful in sales coaching and performance development. 
• Cross Sell:  this report details cross sell efforts and ratios for a specified period of time
• New Account Activity:  this report is used to complete the Production Dashboard report as it details all new accounts and the product types.