Reporting on Opportunities


There are two Opportunity reports:

Opportunity Breakdown
Provides a detailed breakdown of each opportunity designed for printing.

Opportunity Overview
Provides an overview of opportunities with pertinent information. 

Opportunity Breakdown

To run the Opportunity Breakdown report:

  1. Click Reports > Management > Opportunities > Oppo Breakdown.
  2. Enter desired criteria and click Find.
  3. This report is designed to be printed and can be used by the associate working the lead.

Opportunity Overview

To run the Opportunity Overview report:

  1. Click Reports > Management > Opportunities > Oppo Overview.
  2. Enter desired criteria and click Find.
  3. This report provides a snapshot of each opportunity.  Make use of the Grouping options to see the report organized by result, why-in, and more.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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