I have been asked to create a sales analysis report which reports the follow
For each sales person based on the following stages
Brief /Pitch
Feedback from Client
Verify Availability
Option/PO
Booked
1. What percentage Briefs/Pitch where booked
2. What percentage briefs only reached the Feedback from Client stage
3. What percentage briefs only reached the Verify Availability stage
4. What percentage briefs only reached the Option/PO stage
Any assistance with this report would be most appreciated.
2 个回答
Yes, you can create usual summary opportunity report with all the fields you need . Summarize the report based on the stage field. Now add a pie chart to the report and you can configure the percentages to get a good look and feel. I quickly tried something with some default data. note the report type, configuration etc and this might get you going.
Cheers !
