/ product page

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 Opportunities regardless of owner.

 

PRODUCT DESCRIPTION, p1:

  • your Daylite database must start it's weeks on Sunday per the screenshot above. this report has only been tested on a U.S. Mac with the weeks starting on Sunday and cannot be guaranteed for any other configuration
  • shows count and dollar total of Open Opportunities whose due date is on each day of the month
  • shows count and dollar total of Won Opportunities whose end date is on each day of the month
  • shows count and dollar total of Dead [Lost+Abandoned+Suspended] Opportunities whose end date is on each day of the month
  • we chose Aug 6, 2018 at report run time so the report is the entire month of August 2018
  • includes a pie chart comparing Open, Won, and Dead percentage of total dollars for the month
  • the ▽ icon throughout the report is a visual only; it does not indicate that the area is clickable or collapsible  

 

PRODUCT DESCRIPTION, p2:

  • your Daylite database must start it's weeks on Sunday per the screenshot above. this report has only been tested on a U.S. Mac with the weeks starting on Sunday and cannot be guaranteed for any other configuration
  • shows count and dollar total of Lost Opportunities whose end date is on each day of the month
  • shows count and dollar total of Abandoned Opportunities whose end date is on each day of the month
  • shows count and dollar total of Suspended Opportunities whose end date is on each day of the month
  • we chose Aug 6, 2018 at report run time so the report is the entire month of August 2018
  • includes a pie chart comparing Lost, Abandoned, and Suspended percentage of total dollars for the month
  • the ▽ icon throughout the report is a visual only; it does not indicate that the area is clickable or collapsible 

 

PRODUCT DESCRIPTION, p3+:

  • daily list of the Opportunities: Open Opportunities are shown in grey, Won Opportunities are shown in green, Lost/Abandoned/Suspended Opportunities are shown in red
  • for each Opportunity we show the Opportunity name, current Pipeline Stage number and name, the next activity [Task or Appointment; the Daylite report engine doesn't support repeat Appointments so those won't be considered], and total

 

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

Calendar of Opportunities - DL437

SKU: REPORTOPP-437
$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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