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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 analyzes the Opportunity Categories 
  • each of your Opportunities must have a value chosen in it's Category pulldown; report does not consider Opportunities whose Category pulldown is set to None
  • 3 reports in 1!:

- report #1: shows the Opportunity Categories sorted by highest Won + Open Opportunities value, includes pie chart illustrating the values; the Top 10 Opportunity Categories have their own distinct pie slice color and the rest are grouped under the grey pie slice 

- report #2: shows the Opportunity Categories sorted by highest Open Opportunities value, includes pie chart illustrating the values; the Top 10 Opportunity Categories have their own distinct pie slice color and the rest are grouped under the grey pie slice

- report #3: shows the Opportunity Categories sorted by highest Won Opportunities value, includes pie chart illustrating the values; the Top 10 Opportunity Categories have their own distinct pie slice color and the rest are grouped under the grey pie slice

        • for each Opportunity Category, each report shows:

        - Opportunity Category

        - 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

         

        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.
          • 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 Category Analysis - DL440

          SKU: REPORTOPP-440
          $29.00Price

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