Report #: Quick View

Purpose:  The sales opportunity review allows users to conduct a review of all sales opportunities, historical and active, depending on the filters used.  This report is often used to review deals that were sold or lost for a particular reason, as well as to check to make sure active sales opportunities are accurately being maintained and tracked.

Filters:

• Company: This is an internal list of companies/entities
• Branch:  Internal branch(s) for which you would like to report opps
• Dept:  Your internal department(s) for which you would like to report opps
• Status:  Opportunity Status – Prospecting, Pending, Pending Approval, or Signature Required
• Won/Lost:  Reason for Loss or Win
• Win Status:  Did this sales opp become a sale? Won or Lost
• Interest:  Type of opportunity i.e. Equipment, Design, Simple, Complex
• Sales Rep:  Sales Representative
• Time Period:  i.e. Previous Week, Month, Past 60 Days…
• Start Date:  Date will update according to the above period selection, or may be manually set for a different period
• End Date:  Date will update according to the above period selection, or may be manually set for a different period
• Date Filter:  Filter by Close Date or Won/Lost Date

Report Results:

• One row per sales opportunity.
  • With a subtotal per sales rep by won-lost code
  • With a total per sales rep
  • In the footer, there is a total sales opp and converted quote value for the returned records
• Grouped by sales rep
• Zoom/Drill-in/Link:  This will drill down into the sales opportunity
• The columns returned in the report are:
  • No:  This is the sales opportunity number
  • Company:  This is the prospect/customer names
  • Title:  This is the sales opportunity title
  • Status:  This is the sales opportunity status
  • Funnel Phase:  This is the current completed funnel phase the sales opportunity is in
  • Prob %:  This is the probability of closing percentage for the sales opportunity
  • Quoted:  This is a yes or no value indicated if a quote exists or not
  • Close Date:  This is the forecasted date the sales opportunity will close/sell
  • Won / Lost:  This is the value of the win or loss of the deal if you are filtering on completed sales opportunities based on your filter selection of the same name
  • W/L Status:  This is the status of the opportunity; active, won or lost
  • Won/Lost Date:  This is the date set along side of the win/lost value
  • Sales Rep:  Sales Rep for the opportunity
  • Sales Rep 2:  Second Sales Rep (if any) for the opportunity
  • No.:  Customer number of the prospect or customer record of the sales opportunity
  • Contact:  The main contact of the sales opportunity
  • Last Contact:  This is the date of the last time something was done on the sales opportunity
  • Opp Value:  This is the value of the sales opportunity
  • Quote Val:  If there is a quote that was sold as part of this opportunity its value will be shown here
  • Branch:  This is your internal branch name to which the sales opp is linked
  • Department:  This is your internal branch name to which the sales opp is linked
  • Add Date:  This is the date the sales opp was created
  • Aging:  This is the difference in days between today’s date and the sales opp add date
  • Duration:  This is the difference in days between today’s date and the Won/Lost Date

For more information on other useful reports, check out our Sales and Operations Reports Webinar.