Report Catalog - New Since Start Date by Sales Person

This report displays all new sales opportunities created since a specified date and organizes them by the user who created them. It also charts these opportunities as a bar chart for total value over time and as a pie chart for individual user contribution. Finally, it also tallies Sales Opportunities by the month they were created, and whether they are open, closed or lost.

To run this report, go to Reports > Sales Opportunities > New Since Start Date by Sales Person. You will be prompted to enter a starting date for when the sales opportunities were created.

The report pulls its information from the Sales Opportunity Codes entered into Atlas. Sales Opportunities live on the Contacts tab of a Profile Record.