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Sales Opportunity Communication Report

Updated

The Sales Opportunity Communication Report will show you a list of sales opportunities, and the number of days since the last communication. This report may be generated by sales person, sales status, sales stage, sales category and sales source. You may add additional filters as needed.

 

  1. Click Reports in the Navigation panel.
  2. Click Sales Opportunity Communication Report

  3. Select Desired filters for your report:
    • Sales Persons: This filter option will help you identify sales opportunities communications by sales person.
    • Sales Statuses: This filter option will help you to identify the status of your sales opportunities: Won, Lost, Active, On Hold, Pending, Prospect.
    • Sales Stages: This filter will help you to identify the current stages of your opportunities. Sales Stages are customized by you.
    • Sales Source: This filter will help you to identify where your sales opportunities are coming from.
    • Sales Categories: This filter will help you to identify the types of sales opportunities currently in your sales "funnel".
    • Criteria / Filters: You can select additional filtering options for your report by clicking the + button next to Criteria/Filters.
  4. Display Options:
    • Fields to Display: Select the items that you want to include in your report. Default fields are included, and you may select additional fields (or remove default fields) by clicking the Fields to Display box.
    • Summarize By: This option allows you to select how you want to summarize the results of your report. For Example, you may want to summarize the report by sales person or by probability.
    • Display Mode: This options allows you to display your report results summarized or detailed.
  5. Click Run Report to generate the report.

 

 

See the following for Common Report Functions: