SALES REPORT DATA SOURCE
Divides leads into three pools (Opportunities, Estimates, Sold) and provides the action items that have been done or need to be done.
Report provides a status of the opportunities with the action that needs to be done, including the amount of days it's been opened, the date property, etc. They are ordered by sales rep
Field Name |
Data Source |
Sales Reps |
Assigned sales rep when creation occurred |
Count |
The amount of items |
Opportunity Name |
Name that was created |
Days Open |
The amount of days since creation |
Property |
Property that was assigned |
Type |
Created Opportunities |
Date/Time |
When the |