Opportunities Reports

Jacktrade sales reports provide valuable insights into your sales pipeline, helping you make data-driven decisions that lead to business growth. With real-time visibility into key metrics such as sales trends, conversion rates, and pipeline stages, you can quickly identify and address any issues that may be impacting your sales performance. Plus, our reports are customizable, so you can focus on the data that matters most to your business. Get the information you need to make informed decisions and drive business growth with our powerful sales reports.

Jacktrade supports a preset library of reports that the business can choose from and configure their dashboards. There are two types of blocks available in which you can add required reports. Report blocks and KBI blocks can be set into the dashboards and reports based on category and chart type can be added to these blocks. 

The following reports an available and can be configured in the dashboards

Opportunity Reports – List

Lists are simply a list format of reporting represented with data providing a more focused reporting. Here are the lists supported in the Opportunity module:

Function

Category

Report Name

Description

Specification

Opportunity

Sales

Most Recent Opportunities

Most recent opportunities are added based on created date.

Non-Financial

Opportunity

Sales

Most Aged Opportunities

Most aged opportunities are based on the age of an opportunity from created date.

Non-Financial

Opportunity

Sales

Recently Lost Opportunities

Most recent lost opportunities based on the most updated loss date (opportunity can be lost, won, and then lost again).

Non-Financial

Opportunity

Sales

Recently Won Opportunities

Most recent won opportunities based on most updated won date (opportunity can be won, lost, and then won again).

Non-Financial

Opportunity

Sales

Waiting Opportunities with a status no outcome

Most recent opportunities have No Outcome based on created date (an opportunity can be won, lost, and then won again).

Non-Financial

Opportunity

Sales

Oldest Lost Opportunity

Oldest lost opportunities based on most updated loss date (opportunity can be lost, won, and then lost again).

Non-Financial

Opportunity

Sales

Oldest Won Opportunity

Oldest won opportunities based on most updated won date (opportunity can be won, lost, and then won again).

Non-Financial

Opportunity

Sales

Oldest Waiting Opportunities with a status no outcome

Oldest opportunities that have status as no outcome based on created date (opportunity can be won, not won, and then won again).

Non-Financial

Opportunity

Sales

Highest Won Opportunities

Highest won opportunities based on most updated won date (opportunity can be won, lost, and then won again).

Non-Financial

Opportunity

Sales

Lowest Lost Opportunities

Lowest loss opportunities based on most updated loss date (opportunity can be won, lost, and then won again).

Non-Financial

Opportunity

Sales

Archived Opportunities

Archived Opportunities list fetched using first with an oldest archived date.

Non-Financial

Opportunity

Sales

Canceled & Void Opportunities

Canceled or Void Opportunities list fetched using first with oldest canceled or void date.

Non-Financial

Opportunity

Progress

Most Aged completed Actions Items of Opportunities

Most aged completed action items in Opportunity based on the age of an Opportunity from created date.

Non-Financial

Opportunity

Progress

Most recent Action Items of Opportunities with reminders

Action items with the nearest reminder in Opportunity based on reminder date.

Non-Financial

Opportunity

Productivity

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

Non-Financial

Opportunity

Productivity

Most Aged Actions Items of Opportunities

Most aged action items in Opportunity are based on the age of an Opportunity from created date.

Non-Financial

Opportunity

Productivity

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

Non-Financial

Opportunity

Productivity

Most Aged Actions Items of Opportunities with resource attached

Most aged action items in Opportunity are based on the age of an Opportunity from created date.

Non-Financial

Opportunity

Productivity

Most Recent starred Action Items of Opportunities

Most recent starred action items in Opportunity were added based on created date.

Non-Financial

Opportunity

Productivity

Most Aged starred Actions Items of Opportunities

Most aged starred action items in Opportunity are based on the age of an Opportunity from created date.

Non-Financial

Opportunity

Productivity

Most Recent completed Action Items of Opportunities

Most recent completed action items in Opportunity were added based on created date.

Non-Financial

Opportunity

Productivity

Most aged Action Items of Opportunities with reminders

Action items with the furthest reminder in Opportunity based on reminder date.

Non-Financial

Opportunity

Productivity

Most recent Action Items of Opportunities without reminders

Most recent action items without reminders in Opportunity based on the age of an Opportunity from created date.

Non-Financial

Opportunity

Productivity

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.

Non-Financial

 

Opportunity Reports – Pie Chart and Twin Pie Chart

Pie charts and twin pie chart reports are the visualized reports to show the division of the whole into parts. It gives you a quick proportionate report with statistics. Here are the pie and twin pie chart reports supported in the Opportunities module:

Function

Category

Report Name

Description

Specification

Opportunity

Sales

Distribution of Opportunities based on salespersons

Distribution of cards among various salespeople for the particular filter of location and boards.

Non-Financial

Opportunity

Sales

Distribution of Action Item based on status in active Opportunities

Distribution of action items among various states of action items for the particular filter of location.

Non-Financial

Opportunity

Sales

Sales Associate – Distribution

Distribution of cards among various salespeople for the particular filters of location and boards.

Non-Financial

Opportunity

Progress

Opportunity Card Status

Distribution of cards opportunity card status

Non-Financial

Opportunity

Sales

Total Sales Distribution – Number and Amount

Opportunity Sales cards Distribution (Number of cards)

Opportunity Sales cards Distribution (Amount of cards)

Financial

Opportunity

Sales

Win Set – Number and Amount based on sales

Opportunity Sales cards win (Number of cards)

Opportunity Sales cards win (Amount of cards)

Financial

Opportunity

Sales

Loss Set – Number and Amount based on sales

Opportunity Sales cards losses (Number of cards)

Opportunity Sales cards losses (Amount of cards)

Financial

Opportunity

Sales

Win and Loss Set – Amount based on sales

Opportunity Sales cards win (Amount of cards)

Opportunity Sales cards losses (Amount of cards)

Financial

Opportunity

Sales

Win and Loss Set – Number based on sales

Opportunity Sales cards win (Number of cards)

Opportunity Sales cards losses (Number of cards)

Non-Financial

Opportunity

Progress

Card Status – Number and Amount

Opportunity cards Status (Number of cards per status)

Opportunity cards Status (Amount of cards per status)

Financial

Opportunity

Sales

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.

Non-Financial

Opportunity

Sales

Distribution of Action Items based on resource assignment in Opportunities

Distribution of action items for the particular filter of location based on resource assignment.

Non-Financial

Opportunity

Sales

Action Item status for WON Cards of Opportunities

Distribution of action items among various states of action items for a particular filter of location. Labels are 1. A number of active action items. 2. Number of Stared active action items 3. A number of completed action items.

Non-Financial

Opportunity

Sales

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. The number of active action items. 2. Number of Stared active action items 3. The number of completed action items.

Non-Financial

Opportunity

Sales

Total Sales Distribution – Number and Amount

Opportunity Sales cards Distribution (Number of cards) Opportunity Sales cards Distribution (Amount of cards)

Financial

Opportunity

Sales

Distribution of won opportunity cards based on amount number of cards and amount

Opportunity Sales cards win (Number of cards)Opportunity Sales cards wins (Amount of cards)

Financial

Opportunity

Sales

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)

Financial

Opportunity

Sales

Win and Loss Opportunities – Amount based on sales

Opportunity Sales cards won (Amount of cards) and Opportunity Sales cards lost (Amount of cards)

Financial

Opportunity

Sales

Win and Loss Opportunities – Number based on sales

Opportunity Sales cards won (Number of cards) and Opportunity Sales cards lost (Number of cards)

Non-Financial

Opportunity

Progress

Distribution of Opportunity Card-based Status

Distribution of cards based on opportunity card status

Non-Financial

Opportunity

Progress

Number of won opportunity cards VS Opportunity amount based on opportunity status

Opportunity Sales cards win (Number and Amount of cards)

Financial

Opportunity

Progress

Number of lost opportunity cards VS Opportunity amount based on opportunity status

Opportunity Sales cards losses (Number and Amount of cards)

Financial

Opportunity

Progress

Number of Opportunity Cards VS Amount of cards based on Opportunity status

Opportunity cards Status (Number and Amount of cards per status)

Financial

 

Opportunity Reports – Trend Chart(Single & Double)

Trend charts are visual reports representing the progress of your functions and tracking the data over a period of time. Here are the trend charts supported in the Opportunities module:

Function

Category

Report Name

Description

Specification

Opportunity

Progress

Forecast Amount

Total Forecast amount (x-axis time) vs. time – (y-axis). Forecast compiles all opportunities from the current date into future

Financial

Opportunity

Progress

Forecast Number

Total Forecast number (x-axis time) vs. time – (y-axis). Forecast compiles all opportunities from the current date into future

Non-Financial

Opportunity

Progress

Created (number)

The number of opportunities created that day based on created date.

Non-Financial

Opportunity

Progress

Closed (number)

The number of opportunities closed that day based on the closed status date.

Non-Financial

Opportunity

Progress

Created (amount)

The total amount of opportunities created that day is based on created date.

Financial

Opportunity

Progress

Closed (amount)

The total amount of opportunities closed day based on the closed status date.

Financial

Opportunity

Progress

Win (number)

The number of opportunities won is based won status date.

Non-Financial

Opportunity

Progress

Loss (number)

The number of opportunities loss based on the won status date.

Non-Financial

Opportunity

Progress

Win (amount)

The total amount of opportunities won is based on the won status date.

Financial

Opportunity

Progress

Loss (amount)

The total amount of opportunities lost is based on the lost status date.

Financial

Opportunity

Progress

Canceled (amount)

The total amount of opportunities Canceled.

Financial

Opportunity

Progress

Canceled (number)

Total number of opportunities Canceled.

Non-Financial

Opportunity

Progress

Voided (amount)

The total amount of opportunities Voided.

Financial

Opportunity

Progress

Voided (number)

The total number of opportunities Voided.

Non-Financial

Opportunity

Progress

Created & Closed (number)

Two trend lines are shown at the same time:

1. Number of opportunities created that day based on created date.

2. Number of opportunities closed that day based on closed status date.

Non-Financial

Opportunity

Progress

Created & Closed (amount)

Two trend lines are shown at the same time:

1. Total amount of opportunities created that day based on created date.

2. Total amount of opportunities closed that day based on closed status date.

Financial

Opportunity

Progress

Win & Loss (number)

Two trend lines are shown at the same time:

1. Number of opportunities created that day based on win status date.

2. Number of opportunities closed that day based on loss status date.

Non-Financial

Opportunity

Progress

Win & Loss (amount)

Two trend lines are shown at the same time:

1. Total amount of opportunities created that day based on win status date.

2. Total opportunities closed that day based on loss status date.

Financial

Opportunity

Progress

Created VS Won Cards of Opportunities

Two trend lines are shown for the same time: 1. number of opportunities created that day based on created date. 2. the number of opportunities won that day based on won status date.

Non-Financial

Opportunity

Progress

Created VS number of closed Opportunities

Two trend lines are shown for the same time: 1. number of opportunities created that day based on created date. 2. the number of opportunities closed that day based on closed status date.

Non-Financial

Opportunity

Progress

Created VS Amount of closed Opportunities

Two trend lines are shown for the same time: 1. total amount of opportunities created that day based on created date. 2. the total amount of opportunities closed that day based on the closed status date.

Financial

Opportunity

Progress

Number of Won & Lost Opportunity cards

Two trend lines are shown for the same time: 1. number of opportunities created that day based on win status date. 2. a number of opportunities closed that day based on the loss status date.

Financial

Opportunity

Progress

Amount of Won & Lost Opportunity Cards

Two trend lines are shown for the same time: 1. total amount of opportunities created that day based on win status date. 2. the total amount of opportunities closed that day based on the loss status date.

Financial

 

Opportunity Report – Stack Bar Chart

Stack bar charts are visual reports representing the comparison between categories.  Here are the trend charts supported in the Opportunities module:

Function

Category

Report Name

Description

Specification

Opportunity

Relationship

Most Valued Customer of Opportunity

Most valued customers based on the Potential value of the opportunities. Removes Cancelled and Void

Non-Financial

Opportunity

Relationship

Recent Customer

Most recent customer based on the conversion time of Opportunity to WIN status.

Non-Financial

Opportunity

Sales

Potential amount vs Actual amount

Potential amount vs Actual amount shown in the stacked chart. The actual amount may or may not be present.

Financial

Opportunity

Relationship

Most valued Customer of Opportunity

Most valued customers based on the Potential value of the opportunities. Removes Cancelled and Void

Non-Financial

Opportunity

Relationship

Recent Customer of Opportunity

Most recent customer based on the conversion time of Opportunity to WIN status.

Non-Financial

Opportunity

Relationship

Most recent Action Items in Opportunities with status Won

Most recent action items in Opportunity with status won which are added based on the created date in the active list in the entire Opportunity.

Non-Financial

Opportunity

Relationship

Most Aged Actions Items of Opportunities with status Lost

Most aged action items in Opportunity with status lost based on the age of an Opportunity from created date.

Non-Financial

 

Opportunity Reports – Key Business Indicators

Key business indicators are statistics-based reporting represented mostly by a number – count, days, amount, etc. Here are the KBIs supported in the Opportunity module:

Function

Category

Indicator Name

Description

Specification

Opportunity

Sales

Total Forecast Amount

The total amount that is NOT in CLOSED, COMPLETED in Active List.

Financial

Opportunity

Sales

Forecast Accuracy

Accuracy determination of opportunity forecast date vs. actual date when the opportunity was converted to Job or Won.

For example 1: Two opportunity cards with age 20 finished 10 days earlier, will have a forecast accuracy of 200%. (20 / 10)

For example 2: Two opportunity cards with age 20 finished 20 days later, will have a forecast accuracy of 50% (40 / 20)

Non-Financial

Opportunity

Sales

Total Opportunity Value

Total amount value of all the opportunities in an opportunity collection.

Financial

Opportunity

Sales

Win Rate (Percentage)

Total Win Rate is the percentage of the entire opportunities involved in an Opportunity collection.

Non-Financial

Opportunity

Sales

Total Customers

Number of total unique customers in an Opportunity collection.

Non-Financial

Opportunity

Sales

Total Active Cards

Number of total cards in Opportunity collection.

Non-Financial

Opportunity

Sales

Opportunities Loss (Percentage)

Percentage of opportunity loss. Example: 100 opportunity cards with 20 losses will result in 20% value.

Non-Financial

Opportunity

Sales

Opportunities Won (Percentage)

Percentage of opportunity won. Example: 100 opportunity cards with 40 won will result in 40%.

Non-Financial

Opportunity

Sales

Conversion Rate (Average 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.

Non-Financial

Opportunity

Sales

Opportunities Loss

The number of total loss cards in the Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Opportunities Won

The number of total won cards in the Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Opportunities Waiting (no outcome)

The number of total cards with No Outcome in Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Average Lifetime (In Days)

Opportunities – KBI – Sales – Average Lifetime (In Days) –

The number of total cards with No Outcome in Opportunity collection.

Non-Financial

Opportunity

Sales

Opportunity Conversion Rate

Rate of conversion from a number of cards vs. won opportunity

Non-Financial

Opportunity

Productivity

Engagement Rate

Rate of engagement among the board

Non-Financial

Opportunity

Sales

Number of Opportunities with Quotes

Number of Opportunities with Quotes

Non-Financial

Opportunity

Sales

Number of Opportunities with Jobs

Number of Opportunities with Jobs

Non-Financial

Opportunity

Sales

Total Opportunity Value

Total amount value of all the opportunities in an opportunity collection.

Financial

Opportunity

Sales

Total customers in Opportunities

Number of total unique customers in an Opportunity collection.

Non-Financial

Opportunity

Sales

Opportunity Won Rate in Percentage

Total Win Rate in the percentage of the entire opportunities involved in an Opportunity collection.

Non-Financial

Opportunity

Sales

Opportunities Loss in Percentage

Percentage of opportunity loss. Example: 100 opportunity cards with 20 losses will result in 20% value.

Non-Financial

Opportunity

Sales

Amount of Opportunity Won in Percentage

A number of totals won cards in the Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Number of Opportunities Waiting (No outcome)

A number of total cards with No Outcome in Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Opportunities Won in Percentage

Percentage of opportunity won. Example: 100 opportunity cards with 40 won will result in 40%.

Non-Financial

Opportunity

Sales

Number of Opportunity Lost in Percentage

The number of total loss cards in the Opportunity collection is shown in percentage and amount.

Financial

Opportunity

Sales

Active Opportunity Cards

Number of total cards in Opportunity collection.

Non-Financial

Opportunity

Sales

Opportunity Conversion Rate In Days

Conversion rate is defined by the number of opportunities turned into Win in the number of days. Example 1: 100 opportunities 12 won, gives 12 days in conversion rate.

Non-Financial

Opportunity

Sales

Average Opportunity Life In Days

Opportunities Average Lifetime (In Days) – Number of total cards with No Outcome in Opportunity collection.

Non-Financial

Opportunity

Sales

Total Number of Action Items in Opportunities

A total number of action items in Opportunities in the active list in entire Opportunities.

Non-Financial

Opportunity

Sales

Total Number of Completed Action Items in Opportunities

Total number of completed action items in Opportunities in the active list in entire Opportunities

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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

Non-Financial

Opportunity

Sales

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.

Non-Financial

 

Our sales pipeline report provides key statistics that give you a clear and accurate picture of your sales pipeline, so you can make data-driven decisions that drive revenue and increase productivity. With real-time data on leads, opportunities, and deals, you can identify trends and patterns, optimize your sales process, and make better forecasts. Plus, with detailed insights into the performance of your sales reps, you can identify top performers and provide coaching and support where it’s needed. With our sales pipeline report, you can take control of your sales pipeline and achieve your sales goals faster.

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