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REPORT INPUT:

see screenshot for report input selections, which control report output

 

PRODUCT DESCRIPTION:

  • 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

 

MORE INFORMATION ON THIS REPORT:

    • *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

    SKU: REPORTOPP-441
    $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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