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)
Configuring Opportunity Dashboard in Jacktrade - A Step by Step-by-Step Guide
1. Go to the Customers module
![Click on Customers](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/0b33e123-bc7f-4667-8a30-ac9b2139b0fe/6d73c218-6423-4904-9a31-9503b7777705.png?mark-x=577&mark-y=829&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04OCZoPTgxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Opportunities…](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/8d991d16-b560-4a51-ab31-3e79a14bbb1e/68c1d35a-9468-4c6b-8e42-ad3efdf4f458.png?mark-x=5&mark-y=330&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. Click on the 'Dashboard' icon from the top right bar
![Click on set-f:icon-ico-circle-list](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/2720bed8-3a4a-4767-8654-94908fe2b485/33a5e6c2-779e-4299-a821-f66b393e71f7.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
4. Click on 'Options Menu' (3 dots) and click on 'Manage Dashboard'
![Click on Open demo menu](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/54dab896-b9a5-4d5d-a3cb-5bb983513154/71f1d041-aea9-4e98-9eaf-da893e706dcc.png?mark-x=1355&mark-y=9&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NCZoPTU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Manage Dashboard](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/0a232ed3-7e5b-4fbf-93fe-8df5f589cb8e/8483cc51-4191-48df-86f5-33b2f40bc7a3.png?mark-x=1126&mark-y=60&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
5. To set up a new dashboard, click on the 'Add' icon
![Click on basic:icon-ico-add](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/19dd8179-be21-4c4b-9f28-a4001327a41c/71c74667-b777-478b-877a-4857960dd024.png?mark-x=1360&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
6. Enter the dashboard details like name, description, and attach the resource
![Click on add dashboard](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/77131f6c-b463-4231-867b-1ae2cdbcf2a3/5a945978-65ca-4eb7-a2dc-848c182b1150.png?mark-x=371&mark-y=119&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02ODQmaD02ODQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
7. To Insert the report click on 'Add Report Block'
![Click on Add Report Block](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/22d1ba78-c792-4738-bcf8-c4513101b693/269017af-c7da-4648-99cc-b4eed889e27d.png?mark-x=1118&mark-y=438&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Add](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/c7d5e42f-aa1c-4409-b047-14a5b45edff0/5383ab98-d7c3-4ab4-8ee0-986cf573c508.png?mark-x=718&mark-y=560&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
8. Select the category and chart type, you can select any one from the options
Category consists of - Productivity, Progress, Relationship, Sales
Chart Type consists of - Bar Chart, List, Pie Chart, Stack Bar Chart, Trend Chart, Twin Pie Chart
![Click on Category…](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/55c9ea14-b285-4c73-8c9d-f7f6870329c7/24f0e981-910d-4d28-b769-415729d92400.png?mark-x=5&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE1Jmg9MTIyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
9. Click on 'Add' to include the report
![Click on Add](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/a1fc8e0b-c189-4e0f-b85a-fffbe29b6f1c/572ca210-20d4-47f5-9157-0e6459fa5d28.png?mark-x=1169&mark-y=326&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on basic:icon-ico-edit](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/51cd0bc4-4520-4f53-a03a-7ed7ca63cc52/ba4b4be7-3625-413e-9878-ed9a4443c98e.png?mark-x=1270&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Open demo menu](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/43820aca-eca8-451c-ade1-0d73967a3cf3/c518fb75-64df-4e24-ae58-234c29f221bf.png?mark-x=1355&mark-y=9&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NCZoPTU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
11. Click on 'Add KBI Block'
![Click on Add KBI Block](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/4bf3e24d-1732-411c-894e-a591090ab6b0/1b16a0c8-cffc-4ada-9083-27fbf069c286.png?mark-x=1126&mark-y=102&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Add](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/6a05868f-1e44-4e6d-8386-c4fdeebcc46c/9f23bc1d-5afa-49db-b70a-4614c0f3fc1a.png?mark-x=718&mark-y=560&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Open demo menu](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/ae8ca74c-ba5b-40ba-a4e3-10d6d734d6e3/239aa1aa-baff-4031-a5ba-5c8e2b27cfaa.png?mark-x=1335&mark-y=501&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Block Settings](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/16b746d1-f266-4236-a9e7-6ef3fca5e907/128d2297-b739-4370-bf5b-390330955b16.png?mark-x=1198&mark-y=585&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMjMmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
13. Enter the block name, report time reference, and status if you want to include
![Click on Additional Cost PO](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/a1de3a30-6163-4c99-b119-b401b8f7e2e4/bbe789b6-096c-4520-ad30-f896135c676a.png?mark-x=343&mark-y=153&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NDAmaD02MTcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Open demo menu](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/a74d938e-670a-46b6-97b3-2f6f024bd4c7/f8d94908-32ef-41a8-89be-eaa1a046cf86.png?mark-x=1335&mark-y=501&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Manage Indicator](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/1c068bc3-69e4-414d-ba9c-a379e9ee39fe/81a8bbe6-26a1-483a-bdd8-3d68ba5ed29d.png?mark-x=1198&mark-y=542&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMjMmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
15. Select the category and add the multiple KBI Blocks
![Click on Add](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/808b73a5-f4b3-4085-9da6-e8e807a431bf/739dcd33-04e9-4fe8-bee1-6399da9f6823.png?mark-x=1169&mark-y=313&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Sales Pipeline KBI…](https://images.tango.us/workflows/fb255478-fda6-471c-b40c-5a574b3f1d87/steps/2f459faa-6cad-4fb2-8c62-3ec27d4dd872/5d8bd669-b245-4ae1-83b1-2eb28f47a4a1.png?mark-x=226&mark-y=530&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTYyJmg9MjkzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)