Opportunity Reports

Opportunity reports can be configured as required by your business, and dashboards can be assigned per user.

The following customer reports are supported in Jacktrade.

Opportunity Reports - Key Business Indicators

Total Opportunity Value - Total amount value of all the opportunities in an opportunity collection.
Total customers in Opportunities - Number of total unique customers in an Opportunity collection.
Opportunity Won Rate in Percentage - Total Win Rate in the percentage of the entire opportunities involved in an Opportunity collection.
Opportunities Loss in Percentage - Percentage of opportunity loss. Example: 100 opportunity cards with 20 losses will result in 20% value.
Amount of Opportunity Won in Percentage - The number of total won cards in the Opportunity collection is shown in percentage and amount
Number of Opportunities Waiting (No outcome) - Number of Opportunities Waiting (No outcome)
Opportunities Won in Percentage - Percentage of opportunity won. Example: 100 opportunity cards with 40 won will result in 40%.
Number of Opportunity Lost in Percentage - The number of total loss cards in Opportunity collection is shown in percentage and amount.
Active Opportunity Cards - Number of total cards in Opportunity collection.
Opportunity Conversion Rate In Days - Conversion rate is defined by the number of opportunities turned into Win in a number of days. Example 1: 100 opportunities 12 won, gives 12 days in conversion rate.
Average Opportunity Life In Days - Opportunities Average Lifetime (In Days) - Number of total cards with No Outcome in Opportunity collection.
Total Number of Action Items in Opportunities - Total number of action items in Opportunities in the active list in entire Opportunities.
Total Number of Completed Action Items in Opportunities - Total number of completed action items in Opportunities in the active list in entire Opportunities
Total Number of Action Items in Won Opportunities - Total number of action items in Opportunities in the active list based on the Opportunities card status Won
Total Number of Action Items in Lost Opportunities - Total number of action items in Opportunities in the active list based on the Opportunities card status Loss
Total Number of Starred Action Items in won Opportunities - Total number of stared action items in Opportunities in the active list based on the Opportunities card status Won
Total Number of Starred Action Items in Lost Opportunities - Total number of stared action items in Opportunities in the active list based on the Opportunities card status Loss
Total Number of Completed Action Items in won Opportunities - Total number of completed action items in Opportunities in the active list based on the Opportunities card status Won
Total number of Completed Action Items in lost opportunities - Total number of completed action items in Opportunities in the active list based on the Opportunities card status Loss
Total percentage of completed Action Items in Opportunities - Percentage of Opportunities completed. Example: 100 Action items with 20 completed will result in a 20% value.

Opportunity Reports - Lists

Most Recent Action Items of Opportunities - Most recent action items in Opportunity added based on the created date in the active list in the entire Opportunity
Most Aged Actions Items of Opportunities - Most aged action items in Opportunity are based on the age of an Opportunity from created date.
Most Recent Action Items of Opportunities with resource attached - Most recent action items in Opportunity added based on the created date in the active list in the entire Opportunity
Most Aged Actions Items of Opportunities with resource attached - Most aged action items in Opportunity based on the age of an Opportunity from created date.
Most Recent starred Action Items of Opportunities - Most recent starred action items in Opportunity added based on created date.
Most Aged starred Actions Items of Opportunities - Most aged starred action items in Opportunity based on the age of an Opportunity from created date.
Most Recent completed Action Items of Opportunities - Most recently completed action items in Opportunity added based on created date.
Most aged Action Items of Opportunities with reminders - Action items with the furthest reminder in Opportunity based on reminder date.
Most recent Action Items of Opportunities without reminders - Most recent action items without reminders in Opportunity are based on the age of an Opportunity from created date.
Most aged Action Items of Opportunities without reminders - Most aged action items without reminders in Opportunity are based on the age of an Opportunity from created date.
Most Aged completed Actions Items of Opportunities - Most aged completed action items in Opportunity based on the age of an Opportunity from the created date.
Most recent Action Items of Opportunities with reminders - Action items with the nearest reminder in Opportunity based on reminder date.
Most Recent Opportunities - Most recent opportunities added based on created date.
Most Aged Opportunities - Most aged opportunities are based on the age of an opportunity from the created date.
Recently Lost Opportunities - Most recent lost opportunities are based on the most updated loss date (opportunity can be lost, won, and then lost again).
Recently Won Opportunities - Most recently won opportunities based on the most updated won date (opportunity can be won, lost, and then won again).
Waiting Opportunities with a status no outcome - Most recent opportunities that have No Outcome based on created date (opportunity can be won, lost, and then won again).
Oldest Lost Opportunity - Oldest lost opportunities based on the most updated loss date (opportunity can be lost, won, and then lost again).
Oldest Won Opportunity - Oldest won opportunities based on the most updated won date (opportunity can be won, lost, and then won again).
Oldest Waiting Opportunities with a status of no outcome - Oldest opportunities that have status as no outcome based on created date (opportunity can be won, not won, and then won again).
Highest Won Opportunities - Highest won opportunities based on the most updated won date (opportunity can be won, lost, and then won again).
Lowest Won Opportunities - Lowest won opportunities based on the most updated won date (opportunity can be won, lost, and then won again).
Highest Lost Opportunities - Highest lost opportunities based on the most updated loss date (opportunity can be won, lost, and then won again).
Lowest Lost Opportunities - Lowest lost opportunities based on the most updated loss date (opportunity can be won, lost, and then won again).
Archived Opportunities - Archived Opportunities list fetched using first with an oldest archived date.
Canceled & Void Opportunities - Canceled or Void Opportunities list fetched using first with the oldest cancel or void date.

Opportunity Reports - Pie Chart

Distribution of Opportunity Card-based Status - Distribution of cards based on opportunity card status
Distribution of Opportunities based on salespersons - Distribution of cards among various salespeople for particular filters of location and boards.
Distribution of Action Items based on status in active Opportunities - Distribution of action items among various states of action item for the particular filter of location
Distribution of Action Items based on the due date in Opportunities - Distribution of action items for the particular filter of location based on the reminder.
Distribution of Action Items based on resource assignment in Opportunities - Distribution of action items for the particular filter of location based on resource assignment.
Action Item status for WON Cards of Opportunities - Distribution of action items among various states of action items for the particular filter of location. Labels are 1. A number of active action items. 2. Number of Stared active action items 3. The number of completed action items.
Action Item status for LOST cards of Opportunities - Distribution of action items among various states of action items for the particular filter of location. Labels are 1. A number of active action items. 2. Number of Stared active action items 3. The number of completed action items.

Opportunity Reports - Twin Pie Chart

Number of won opportunity cards VS Opportunity amount based on opportunity status - Opportunity Sales cards wins (Number and Amount of cards)
Number of lost opportunity cards VS Opportunity amount based on opportunity status - Opportunity Sales cards losses (Number and Amount of cards)
Number of Opportunity Cards VS Amount of cards based on Opportunity status - Opportunity cards Status (Number and Amount of cards per status)
Total Sales Distribution - (Number and Amount) - Opportunity Sales cards Distribution (Number of cards) Opportunity Sales cards Distribution (Amount of cards)
Distribution of won opportunity cards based on amount number of cards and amount - Opportunity Sales cards wins (Number of cards)Opportunity Sales cards wins (Amount of cards)
Distribution of lost opportunity cards based on amount number of cards and amount - Opportunity Sales cards losses (Number of cards)Opportunity Sales cards losses (Amount of cards)
Win and Loss Opportunities - Amount based on sales - Opportunity Sales cards won (Amount of cards) and Opportunity Sales cards lost (Amount of cards)
Win and Loss Opportunities - Number based on sales - Opportunity Sales cards won (Number of cards) and Opportunity Sales cards lost (Number of cards)