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 |