Stonefield Query for ACT! Sample Sales & Opportunity Reports

Sample Sales & Opportunity Reports

Detailed Contact Opportunity Report: This is a nicely layed-out opportunity report, including opportunity product information. Requires ACT! 7.0.1 or later.

Gross Margin by Contact: This report shows opportunity information summarized by contact.

Gross Margin by Product: This report shows opportunity information summarized by product.

Gross Margin by Record Manager: This report shows opportunity information summarized by the opportunity record manager.

Lost Opportunities by Reason: This report shows opportunities broken down by reason. The default filter is set to show only opportunities that are closed and lost.

Opportunities by Actual Close Month: This report lists opportunities broken down by the month of their actual closing dates. The report includes monthly totals.

Opportunities by Estimated Close Month: This report lists opportunities broken down by the month of their estimated closing dates. The report includes monthly totals and weighted totals.

Opportunities by Probability: A listing of opportunity records, broken down by probability. This report includes columns of total amounts and weighted total amounts.

Opportunities by Record Manager: This report lists opportunities broken down by record manager. The report includes monthly totals and weighted totals.

Opportunities by Stage: This report lists opportunities broken down by record manager. The report includes monthly totals and weighted totals.

Opportunities Detailed by Actual Close Month: This report displays opportunities with product information. The opportunities are grouped by actual close month; only those opportunities with an actual close date are included on the report. This report requires ACT! version 7.0.1 or later.

Opportunities Detailed by Est. Close Month: This report displays opportunities with product information. The opportunities are grouped by estimated close month. This report requires ACT! version 7.0.1 or later.

Opportunities Detailed by Probability: This report displays opportunities with product information. The opportunities are grouped by the probability of the opportunity. This report requires ACT! version 7.0.1 or later.

Opportunities Detailed by Record Manager: This report displays opportunities with product information. The opportunities are grouped by the record manager of the opportunity. This report requires ACT! version 7.0.1 or later.

Opportunities Detailed by Stage: This report displays opportunities with product information. The opportunities are grouped by the stage of the opportunity. This report requires ACT! version 7.0.1 or later.

Opportunity Product Crosstab: This crosstab report shows product totals for all opportunities, broken down by estimated close month. This report requires ACT! version 7.0.1 or later.

Opportunity Product Report: This report lists opportunity product information. The report is grouped by product name. Requires ACT! 7.0.1 or later.

Pipeline Report: This report shows opportunity records broken down by stage.