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