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Could somebody help please?

 

I need to generate a report to see the number of opportunities each sales person is generating on a weekly basis.

 

So the idea is that you put in a date range and the generated report show for each salesperson how many opportunities where generated for each week in the date range, and if possible with win, loss numbers, value  totals and conversion rates.

 

But if the additional information is an issue the basic report will be fine

 

 

Thanks you in advance.

2 respuestas
  1. 8 abr 2014, 15:46

    Hi Anu

    Thanks for your reply but that type of report is not what the managers are after.

    They want to put a date range in and the report shows the totals for week for each sales person rather than run the report each week.

    This way the can more easily monitor performance

    Is this possible?

    Regards

    Desmond Purcell

    Digital Delivery Manager

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