How do I Generate Report for Open Opportunities by Month / Sales Rep?

Open opportunities by month report will give the user a clear cut picture about his targets for the month. Using the reports the sales representative can create strategies to convert the opportunities into deals.

Opportunities App allows you to view the opportunities based on their creation date using "Open Opportunities by Month / Sales Report" option.

Steps to generate report for open opportunities by month/sales rep

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 “Open Opportunities by Month|sales rep ” from left navigation panel.
   
4. Click on "Filter" option & Provide the following information:
   • Y axis – Value or count.
     1. Value - You can view Amount in Y axis.
     2. Count - You can view the Count in Y axis. (ie. Number of opportunities created for month)
   • Assignee – Select an employee.
   • Start Date – Start date.
   • End Date – End date.
     
5. Click on "View Report" button to view opportunity reports for Open Opportunities by Month|sales rep in dashboard.
   
6. Click on "Reset" button to cancel.

Related Links

Read more about:

• Generate opportunity by customer.
• Generate list of opportunites by lead source.
• Generate list of opportunites by activity report.
• Generate opportunities by type report.
• Generate reports for opportunities by type.
• Generate opportunities lost by month/sales.