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see screenshot for report input selections, which control report output



  • shows Open Opportunities forecasted in the selected date range, that are owned by the selected Owner, that have are assigned a Pipeline Stage 
  • for each Opportunity, we show: Opportunity Name, Opportunity Total, Opportunity Due Date, Opportunity current Pipeline Stage, Number of Days the Opportunity has been in the current Pipeline Stage, and of the Opportunity's activity objects (Appointments*, Tasks, Emails and Notes) we show the most recent single item's date and title...for example if the most recent among those 4 activity objects is an Appointment we show the Appointment date and title
  • bonus#1: the Days in Stage column values are color-coded Green, Orange, and Red to match the aging thresholds you enter at report run time, so you can identify which Opportunities are moving along and which are stuck 
  • bonus #2: pie chart! everyone loves a good pie chart


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



    • *Appointments: the Daylite report engine doesn't support repeat Appointments
    • 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 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

    Owner's Open Opportunities Pipeline Stage Aging - DL441


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