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
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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.
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TERMS OF PURCHASE:
Completing a purchase indicates agreement with the Blue Rock's terms: