<< Click to Display Table of Contents >>

Navigation:  Process > Sales Opportunities >


The sales opportunity graphs show some simple pie charts for the following data.


In progress by the employee (Customer/prospect) shows the breakdown of sales opportunities assigned to individual employees, broken down by customers and prospects.


In progress by the employee - Shows the employee's breakdown of in progress opportunities, giving the totals by the employee.


Sales won by an employee between a given date - Will display the win sales totals by the employee; the start and end date can be captured to specify the transactions, including


Sales status created between a given date will give a breakdown of sales opportunities status between the starting and ending date.


Once the graph type has been selected, press the Build Chart button to display the required Pie Chart.


The graph can be saved using the Save Chart button to a graphic file for use within your presentation software. Formats include Tiff, GIF, PNG, Jpeg and BMP formats.