Advanced Data Management, Analytics and Reporting

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Sales Reporting

Learn How Access Data Sales Reporting Can Help You Manage Sales

A comprehensive approach to sales management and analysis, Access Data Distribution solution transforms shareholder and intermediary data into relevant information to drive sales strategies and programs. Access information based on specific business requirements and rapidly implement complex allocation, computational and reporting features to:

  • Provide detailed sales information by transaction and account
  • Monitor and report sales by firm, office and rep
  • Analyze sales and assets by channel
  • Measure market trends
  • Evaluate sales trends and maximize sales returns
  • Automate and streamline the reporting process