Report on Opportunities
Kenneth Fong
To be able to get reports / analytics on the Opportunities / CRM for sales closed and lost. And the ability to export this report.
Love CF and am trying to streamline the number of software to access simple CRM analytics.
Thank you.
Joshua Owens
Yes a DASHBOARD with a collective of data for CRM / Opportunities like
Upcoming Appointments
Upcoming Task (by Priority)
Events Dashboard
- Events Created (This Month)
- Upcoming Events (This Month)
Amount By Stage
Call Analytics
- Calls This Month
- Upcoming Calls (This Month)
- Missed Calls (This Month)
Opportunities Created
WON - This Month
LOST - This Month
PS: Would like to be able to CLICK the leads (Bar/Number) and view the new contacts for better management