REPORT INPUT:
see screenshot for report input selections, which control report output
 
PRODUCT DESCRIPTION:
for Open and Won Opportunities created in the selected date range, the report shows the People linked to those Opportunities with the selected Role. In the screenshots above, we selected the Referral Source role in order to see who's referring business to us. Of course, you would select whichever Role you use to indicate the Opportunity's referral source Person; the Role pulldown populates with Roles from your database preferences.
3 reports in 1!:
- report #1: shows the People sorted by highest Won + Open Opportunities value, includes pie chart illustrating the values; the Top 10 People have their own distinct pie slice color and the rest are grouped under the grey pie slice 
- report #2: shows the People sorted by highest Open Opportunities value, includes pie chart illustrating the values; the Top 10 People have their own distinct pie slice color and the rest are grouped under the grey pie slice
- report #3: shows the People sorted by highest Won Opportunities value, includes pie chart illustrating the values; the Top 10 People have their own distinct pie slice color and the rest are grouped under the grey pie slice
for each Person, each report shows:
- name
- total number of the Open and Won Opportunities created in the date range
- total value of the Open Opportunities created in the date range, with % of total
- total value of the Won Opportunities created in the date range, with % of total
- total value of the Open + Won Opportunities created in the date range, with % of total
- option to list out the details [Opp name, Opp value] for each Open and Won Opportunity. Opportunities are sorted by State [Open, then Won], and within each State they're sorted by value ascending [low to high] Open Opportunity values are shown in black, Won Opportunity values are shown in green
 
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 decrease your date range and/or uncheck various report elements at run time to limit the amount of data
output is PDF only
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