see screenshot for report input selections, which control report output
- owner stats section and pie chart: database is queried for selected Owner's Open Opportunities due in the date range and their Won Opportunities won in the date range, and compares the values to the owner goal entered to see how close the Owner is to hitting their goal
- company stats section and pie chart: database is queried for all Open Opportunities due in the date range and Won Opportunities won in the date range, and compares the values to the company goal entered to see how close the company as a whole is to hitting its goal
- checkbox options at run time to show or hide various sections of the report
- if User's Person record has a custom image, it will be displayed. if a circular image is placed into the User's Person record in Daylite, then a circular image will be shown. if a square image is placed into the User's Person record in Daylite, then a square image will be shown. if the User's Person record has no image, their first initial and last initial will be shown.
💡TIP: creating a circular image is easy! 🎬 watch our video on how to easily create a circular image and insert it into Daylite
MORE INFO ON THIS REPORT
- the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit
- the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit your date range at run time and/or uncheck various report elements at run time to limit the amount of data
- output is PDF only
- not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
- not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
- payment is through PayPal; please click the add to cart button to add this report to your order
- completing the purchase indicates agreement with terms of purchase and delivery
Opportunities vs. Goal - DL418
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TERMS OF PURCHASE:
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