Our long time friend and Marketcircle Expert, Blue Rock specializes in building custom reports for Daylite. The Opportunities vs. Goal report can help you achieve your more by visualizing your sales goals and giving you the information, and motivation you need to close more deals.
One of Daylite’s core strength is giving you a way to gather all your tasks be beaten when it comes to gathering all of your Opportunity data to facilitate sales. Reports take it a step further by allowing you to visualize those sales, get an overview of their progress, and compare them to each other in a meaningful way.
Here is where reports like Opportunities vs. Goal comes into play. Opportunities vs. Goal is like a dashboard for your sales team, showing both individual and company sales totals as well and compares them to your goals. It will also show you how many won opportunities you have as well as how many sales you would earn if all your current open opportunities were won, helping to determine to if you need to get more leads.
This report is ideal for any business, as your cash flow is always important but especially useful in for businesses with sales targets and run many opportunities at once like Real Estate and Photography.
Interested in learning about more reports from Blue Rock? Check out their product page and see what they have to offer. Can’t find that report you’ve been dreaming of? Blue Rock can help you build custom reports designed just for you!