Page tree
Skip to end of metadata
Go to start of metadata

Do you want to know how many opportunities have been created this month? How about the week or quarter or year-to-date?  This report will show you just that, broken down by the amount and number of new opportunities per user in one, easy-to-view report.  Filters included are:

  • Created Date – Determine the time frame of when the opportunities were created
  • Expected Close Date – See when the newly created opportunities are forecasted to close
  • Owner – Choose one or multiple users

  • No labels