Start Seeing the Big Picture with Blue Rock’s Open Opportunities Quarterly Analysis Report
Quick Tips April 19, 2017 JD Mckenzie
Long time friend and Marketcircle Expert, Blue Rock specializes in building custom reports for Daylite. The Open Opportunities Quarterly Analysis report gives you valuable sales information helping you see what direction you’re heading in.
Daylite does a great job gathering all of your opportunities and storing the data to help you make a sale. Reports take it a step further by allowing you to choose how you view those sales, get an overview of their progress, and compare them to each other in a meaningful way giving you the big picture.
Open Opportunities Quarterly Analysis is a report does exactly this. Open Opportunities Quarterly Analysis is four reports in one which can visualize your current sales, and forecast future sales for each quarter. You can view how the business is doing as a whole as well as each member of your team. You can get a break down of each item or view these reports with easy to read pie charts.
This report is ideal for any business, keeping track of your quarterly sales 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 purchasing 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!