Opportunities Report

Opportunity report provides information about your opportunities, including dates created, close and expected to close, the owners, form which branch, the status, the type, the source and more.

This article explains how to use the Opportunities Report.

The quick shortcut is: /?crm_reports&op=opportunities

Click on Opportunities Report icon under CRM REPORTS in the REPORTS heading to access the Opportunities Report.

The Opportunities Report opens showing filter options and a graph reflecting the OPPORTUNITIES STATUSES.

Scrolling down you can view the OPPORTUNITIES PROJECT TYPES, OPPORTUNITIES AGING BY STATUSES, OPPORTUNITIES MANAGED BY, OPPORTUNITIES PROBABILITIES and OPPORTUNITIES VALUES graphs.

At the bottom is a  list view of the Opportunities.

Click the down arrow in the Month filter field and select a month that is required for the report.

Click on the date field to use the date picker for specific dates in the report.

Click the down arrow in the Registration Form Branch filter field and select all the Branches that are required for the report.

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Click the down arrow in the Opportunity Status filter field and select all the Statuses that are required for the report.

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Click the down arrow in the Opportunity Type filter field and select all the Opportunities that are required for the report.

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Click the down arrow in the Users filter field and select all the Users that are required for the report.

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Click the down arrow in the Source filter field and select all the Sources that are required for the report.

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To view a report on Referral's type the first two letters and select the customer that referred this opportunity.

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Click SHOW REPORT to activate the filters and see the opportunity report.

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