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:
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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
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Owner's Open Opportunities Pipeline Stage Aging - DL441
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