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REPORT INPUT:

see screenshot for report input selections, which control report output

 

PRODUCT DESCRIPTION:

3 reports in 1! Open Opportunities pipeline stage analysis.  For each of the 3 reports, the runtime choices are the same: choose from a list of active Opportunity Pipelines, option to drill down to a single Owner

  • #1: Open Opportunities in selected Pipeline, with Pipeline Stage pie chart

- for open Opportunities to be counted, they must be assiged a Stage in the selected Pipeline and have the exact Stages that the Pipeline has in Daylite>Preferences>Pipelines>[selected Pipeline]

- includes per-Stage counts, totals and percentage of total

 

  • #2: Open Opportunities Details - 3 column view

- for open Opportunities to be shown, they must be assiged a Stage in the selected Pipeline and have the exact Stages that the Pipeline has in Daylite>Preferences>Pipelines>[selected Pipeline]

- Opportunitiies are listed under their current Stage

- 15 Stages are shown. if your report has less than 15 Stages, you'll still see the 15 Stage areas; if your Pipeline has more than 15 Stages, you'll only see the first 15 [PS if your Pipeline has more than 15 Stages, it might be too granular] 

- for each Opportunity, includes due date, overdue indicator, days overdue, number of days in stage

- runtime option to hide this report

- runtime option to hide days overdue, number of days in stage

 

  • #3: Open Opportunities Details - 1 column view

- for open Opportunities to be shown, they must be assiged a Stage in the selected Pipeline and have the exact Stages that the Pipeline has in Daylite>Preferences>Pipelines>[selected Pipeline]

- Opportunitiies are listed under their current Stage

- the only Stages shown are those that have a corresponding Opportunity 

- for each Opportunity, includes due date, overdue indicator, days overdue, number of days in stage

- runtime option to hide this report

- runtime option to hide days overdue, number of days in stage

 

 

  • 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 only manual page breaks we've programmed in are between each of the 3 reports.
  • 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 and/or choose an Owner 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

Open Opportunities Pipeline Stage Analysis - DL431

SKU: REPORTOPP-431
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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