Opportunity List Report By User (Overdue)

Prospect Opportunity

Report Parameters:

  • Staff: Staff you want to review

This report is to show you overdue opportunity that has been created by the selected user. The information provides standard company and title of the opportunity, also with the due date.

The overdue information is based on current date and time.

Other than that, there’s a link to the mobile websites as a shortcut to the opportunity window.

This report is useful for sales team and set as scheduled report as per daily notification for overdue opportunity.

Note: This report has been designed in the inbuilt TimeTrak Report Designer (not built into the website) meaning once the report parameters have been submitted there is the ability to print the report as well as export the report to another file type including an excel spreadsheet.

Reports designed in the inbuilt TimeTrak report designer can be customised to meet your requirements – you can discuss this with the TimeTrak support team: [email protected]

These reports can also be setup as scheduled events and emailed to specified email addresses on a scheduled basis as per below:
https://timetrak.co.nz/blog/category/whitepaper-scheduled-events/

View a sample report here