/ product page

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
        • 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

        Opportunities Referral Source Analysis - DL432

        SKU: REPORTOPP-432
        $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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