How do I Generate List of Opportunities by Customer?

Updated on July 20, 2017 01:24AM by Admin

In CRM, opportunity is a part of sales funnel. And it goes without saying that a well-defined sales funnel is one of the powerful sales tools at your disposal. This report gives an insight into sales stages of each and every customers.

Customers app has many default standard reports. You will able to view the opportunities based on particular customer using report option called "Opportunities by Customer"

Steps to Generate List of Opportunities by Customer

  1. Log in and access Customers App from your universal navigation menu bar..
  2. Click on "Reports" icon located at the app header bar.
    Customer reports
  3. You can view "Sales Report" and "General Reports" in left navigation panel.
  4. Click on “Opportunities by Customer” in "Sales Report".
  5. Provide the following information:
    • Customer - Name of the customer. Start typing in customer field as it will auto populate the existing customers.
    • Start Date - Start date. 
    • End date - End date. 
  6. Click on "View Report" button to view report in dashboard. 
  7. Click on "Export" button to view report in spreadsheet format.