โž• Log a Sale

Reminders are created automatically: a feedback call for everyone, a repurchase/eye-test recall for spectacles & sunglasses, and a refill call for contact-lens buyers.

๐Ÿ”” Reminders & follow-ups

๐Ÿ“ฆ Awaiting delivery (ordered, not yet delivered)

โ˜Ž๏ธ Feedback calls due

๐Ÿ”„ Contact-lens refill calls due

๐Ÿ‘“ Repurchase / eye-test recall due

๐Ÿ’ฐ Outstanding balances

DateInvCustomer TypeFrame / LensReferral SellerLeadAmountBalance

๐Ÿšถ Log a walk-out โ€” visited but didn't buy

Only the reason is required โ€” customer details are usually unknown, that's fine. This tracks how many visitors leave without buying and why.

DateBranchReasonFrom (clinic)Attended byCustomerNote
SAMA OPTICS
Analytics Report

๐Ÿ“ˆ Sales value by month

๐Ÿฅ Sales by referral source

๐Ÿง‘โ€๐Ÿ’ผ Sales by salesperson

๐Ÿข Sales by branch

๐Ÿ‘“ Sales by product type

โ˜Ž๏ธ Reminder performance

๐Ÿšถ Why walk-outs didn't buy

๐Ÿฅ Walk-outs by clinic / source

๐Ÿšถ Walk-outs by month

DateCustomerBranchTypeOutcomeNotesLogged by

Sales & Recall

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