REPORT INPUT:

see screenshot for report input selections, which control report output

PRODUCT DESCRIPTION, Owner Goal Report page:

• owner Commission Analysis 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 Opportunities' Total to the owner commission goal entered at report run time, to see how close the owner is to hitting their commission goal. please see 4th screenshot referencing the Total field that's being used.

• owner Production Analysis 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 total of the Opportunities' first Line Item's Price to the owner production goal entered at report run time, to see how close the owner is to hitting their production goal. please see 5th screenshot referencing the Opportunity's Estimate Line Item Price that's being used.

• user image at top left: if User's Person record has a custom image, it will be displayed. the image shown at the top of our screenshots is circular because a circular image was placed into the User's Person record in Daylite. if a square image is placed into the User's Person record in Daylite, then a square image 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

PRODUCT DESCRIPTION, Company Goal Report page:

• company Production Analysis section and pie chart: database is queried for the entire database's Open Opportunities due in the date range and Won Opportunities won in the date range, and compares the total of the Opportunities' first Line Item's Price to the company production goal entered at report run time, to see how close the company is to hitting its production goal. please see 5th screenshot referencing the Opportunity's Estimate Line Item Price that's being used.

MORE INFO:

• 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

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• completing the purchase indicates agreement with terms of purchase and delivery