REPORT INPUT:
see screenshot for report input selections, which control report output
 
PRODUCT DESCRIPTION:
4 reports in 1! Open Opportunities quarterly analysis...great for estimating quarterly revenue and comparing sales staff numbers.  Quarters are defined as:
Q1: January-March
Q2: April-June
Q3: July-September
Q4: October-December
 
#1: open Opportunities for selected owner
- owner's open Opportunities are grouped by the calendar quarter in which they're due
- includes probability-adjusted totals, and current pipeline stage
- includes quarterly totals and grand totals across all quarters
 
#2: open Opportunities grouped by quarter then by owner
- open Opportunities are grouped by the calendar quarter in which they're due; within each quarter, Opportunities are grouped by owner
- includes probability-adjusted totals, and current pipeline stage
- quarterly totals for each owner, total for each quarter, and grand total across all quarters
 
#3: pie charts! open Opportunities grouped by quarter, with per-owner totals and percentages
- pie chart visual for each quarter that has open Opportunities due in that quarter
- table of owners with open Opportunities due in each quarter
- owners are sorted by last name ascending and the first 10 owners listed get their own pie slice, the remaining owners are in pie slice 11. colors are assigned in the report and do not reflect the owner's color in your Daylite>Preferences>Users
- quarterly totals for each owner, grand total for each quarter
 
#4: open Opportunities grouped by quarter
- open Opportunities are grouped by the calendar quarter in which they're due
- includes probability-adjusted totals, and current pipeline stage
- total for each quarter, grand total across all quarters
 
checkbox options at run time to show or hide various sections of the 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 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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