Product Report

Follow

The Product Report shows the amount of the selected Product(s) used on the deals that match the parameters. It also shows the total value for the Product(s) along with the deal count. 

blobid0.png

blobid1.png

Report Parameters

You can create this report using the following parameters.

Time Period

You can choose between:

  • Today: This will show any deals that are closing today
  • Yesterday: This will show any deals that closed yesterday
  • Current Week: This will show any deals that close during the current week (Sunday - Saturday)
  • Current Month: This will show any deals that close during the current month
  • Current Quarter: This will show any deals that close during the current quarter
  • Current Year: This will show any deals that close during the current year
  • Last Week: This will show any deals that closed last week (Sunday - Saturday)
  • Last Month: This will show any deals that closed last month
  • Last Quarter: This will show any deals that closed during the last quarter
  • Last Year: This will show any deals that closed last year
  • Date Range: This lets you select a custom date range for the closing dates

Transaction Type

You can choose between deals with the following transaction types:

  • Sale - Buyer
  • Sale - Seller
  • Rental - Tenant 
  • Rental - Owner
  • Referral

Status

You can choose between deals with the following deal statuses:

  • Opportunity
  • Active
  • Pending
  • Closed
  • Processed
  • Cancelled 

Deal Approval

You can choose between approved and unapproved deals. 

Report Tagging

This lets you view deals that have tags

Entity

This lets you view deals for a specific entity. You can choose between all the Profiles in your company and the company itself. 

Note: If the selected entity is a Profile, the report will only show deals where the entity is the primary agent

Division

This lets you view deals that are part of the selected division. 

Product

This lets you choose the Product(s) you want to run the report for. 

Comments

0 comments
Please sign in to leave a comment.