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.