Report Catalog - Sales Opportunities Created

This report tallies sales opportunities created for a date range. To run the report, go to Reports > Sales Opportunities > Sales Opportunities Created. You will be prompted to enter a start and end date.

Once the report runs, you will see a chart tallying the total value of all sales opportunities created by month during your entered time frame. Below the chart, the report will display a summary of each month, how many sales opportunities were created in that time, the estimated value of all those sales opportunities, and the average value of each sales opportunity.

The report pulls its information from the Sales Opportunity Codes entered into WebLinkCONNECT. Sales Opportunities live on the Contacts tab of a Profile Record.

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  • This is good if you ONLY need a summary.  How do you created a detailed Closed Sale Commission Report?  We need this to accompany commission checks.  Thank you.

  • Hey Stacey - any luck?

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