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REPORT INPUT:

see screenshot for report input selections, which control report output:

if an owner is selected from the pulldown at report run time, the report is filtered to show data for Opportunities owned by the selected owner. otherwise the report does not filter Opportunities by owner; it shows cumulative values for Won Opportunities regardless of owner.

 

PRODUCT DESCRIPTION:

  • for Won Opportunities whose end date is the current year, the report shows each month's count of Won Opportunities, the dollar value of those Opportunities, and how it compares to the same months in the previous year
  • we ran this report on Aug 8, 2018 so 'this year' on the report is 2018 and 'last year' is 2017. 'this year' and 'last year' are relative based on the date the report is run...if you run the report on March 3, 2019 for example, 'this year' data is for Opportunities won in 2019 and 'last year' data is for Opportunities won in 2018
  • includes a pie chart representing each month's percentage of total dollars
  • for each month, includes percentage growth of current year over previous year with △ or ▽ visual
  • for entire year, includes percentage growth of current year over previous year with △ or ▽ visual
  • for year-to-date, includes percentage growth of current year over previous year with △ or ▽ visual

 

USER IMAGE at top:

💡TIP: creating a circular image is easy! 🎬 watch our video on how to easily create a circular image and insert it into Daylite

 

 

MORE INFORMATION ON THIS 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.
    • 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

    This Year's Won Opportunities by month - DL436

    SKU: REPORTOPP-436
    $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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