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
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