This section of Reports provides various data collections for sales opportunities, such as sales funnel by individual, sales prospects, and sales opportunities created.
- Sales Opportunities Created: This report summarizes all sales opportunities created within a specified time frame, and shows whether the opportunities were closed or lost.
- Sales Opportunities - Projected Revenue: This report summarizes potential revenue from unresolved sales opportunities, calculating potential revenue amount based on sale probability.
- Sales Funnel by Individual: This report shows all open sales opportunities for each user, and displays the probability of each, and provides a graph for sales opportunity totals sorted by member.
- New Since Start Date by Salesperson: This report summarizes all sales opportunities acquired since a specified date.
- Sales Prospects: This report provides a comprehensive list of all sales prospects, and sorts them by their probability (high, medium, low, not defined).