How do I generate opportunities by type report?

Updated on November 14, 2017 03:21AM by Admin

Opportunities app allows you to generate the reports based on your requirement. There a re a few some standard formats to generate reports available in Opportunities app. Opportunities By Type report gives you a clear picture about the type of opportunity given for future prospect depending on the chart format you have choosen.

Steps to generate opportunities by type report

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on “Reports” icon located at the app header bar.
  3. Click on “Opportunities by Type” in reports from left navigation panel.
  4. Click on "Filter" option & Provide the following information:
    • Y axis – Value or count.
      • Value - You can view Amount in Y axis.
      • Count - You can view the Count in Y axis.(i.e. Number of opportunities Lost for month).
    • Type – Select a type from predefined list.
    • Start Date – Start date.
    • End Date – End date.
  5. Click on “View Report” button.
  6. You can view opportunities by type chart as shown below:

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