View your Daylite sales opportunities from a new perspective. The sales opportunities report gives you an overview of all your sales opportunities. Work more efficiently and don't loose time to and be able to quickly make decisions.
The report is highly customizable to your needs:
- View all or a selection of sales opportunities in the report based on a filter list created in Daylite
- Define the value of the sales opportunity by volume, cost of goods or profit
- Determine the value of open sales opportunities based on the probability entered or in relation to the pipeline stage reached (with 2 of 4 stages = 50%)
- Choose between weeks, months, quarters and years for time periods to be viewed
- Define the number of time periods in the future and/or for viewing the sales opportunities
The now selected parameters determine which opportunities are displayed.
Define how the opportunities are to be displayed grouped. These can be grouped by:
- Opportunity category
- Opportunity type
- Owner/Sales Representative
- Products & Services
The number of sales opportunities is represented by the Y-axis, in addition to the volume.
Learn more about how to install/test and buy reports for Daylite:
🎬 How can I buy or install iOSXpert reports and lists?