Opportunity Report

The Opportunity Report gives a detailed report of all of the inquiries that have a product interest and price quoted listed so the salesperson can see what potential sales are available.

NOTE:  This report will show you inquiries that have price quoted filled out — jobs only show up when the product

interest matches the products sold

Opportunity Report Images

Report Columns DisplayedDescription
Contact NameDisplays the name of the Contact from the Contact Data Entry Screen
City, StateDisplays the city and state from the Contact Data Entry Screen
Inquiry DateDisplays the Inquiry Date from the Inquiry Data Entry Screen
Appointment DateDisplays the Appointment Date from the Appointment Data Entry Screen
SalespersonDisplays the Appointment Salesperson
Quoted (#)Number of inquiries with a Product Interest
Quoted ($)Total dollar amount of the Product Interest
Sold (#)Number of inquiries with a Product Interest that have a related job where the products sold match the product interest
Sold ($)Total dollars of Job Products that match the Product Interest Products
Avg. Sold ($)Sold $ divided by the Sold #
Quoted but not Sold (#)Quoted # minus Sold #
Quoted but not Sold ($)Quoted $ minus Sold # (%)
Quoted to Sold (#)Sold # divided by Quoted # (%)
Filtering Options (ie-Date Range)
All Records
Inquiry Date Range
Appointment Date Range
Grouping Options
Group 1:
None
No Salesperson
Group 2:
None
Product

 

 

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