FLOWWatch the workflow A practical guide · sales operations
The report is in.
What happens next?
A useful sales report should support a useful conversation. Here is one way to move from the figures to a follow-up someone owns.
For sales and timeshare teams, reports often bring together net volume, VPG, close rate and cancellation rate. Those measures answer different questions. A strong headline number does not explain every part of the result.
Start with the source.
Import a supported PDF, Excel workbook or CSV export. Check the report period and the figures FLOW reads. A new spreadsheet layout may ask you to confirm its columns. An unsupported PDF is declined with an explanation.
Keep missing figures missing. A blank cancellation rate is not a 0% rate, and two different report periods should not be treated as the same period.
Review a reported condition.
In FLOW’s fictional sample, Casey Rowan has $146,000 net volume and a 30% reported cancellation rate. The sample warning policy starts at 25%, so the cancellation figure is surfaced for review.
Reported cancellation rate
A reason to investigate.
The warning identifies a condition. It does not establish the cause. Ask which contracts are involved, whether the reporting period matches, and what the underlying cancellation records actually show.
Give the follow-up an owner.
A team manager can route the review into Actions, inspect its owner and status, and add a specific note. In the film, the manager enters: “Review recent cancellations with Casey. Confirm the reasons and agree the next follow-up.”
This is a human decision recorded in FLOW. It is not an AI diagnosis or a promise that the cancellation rate will improve. Return to the next comparable report to see what changed.
See the same example
Your report.
Your next move.
The public demo uses fictional data. No sign-up is needed to explore.