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

Updated on November 12, 2017 08:44PM by Admin

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.

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