Required Setup
Need a Customer Contact Method with the SystemName = Email and Customer Contact Role with SystemName = Sales
Report Description
Shows revenue opportunities from potential sales. This report is a useful tool for forecasting future revenue and determining recent sales activity.
Parameters
Parameter Name |
Options |
Description |
Branch (Customer) |
All available branches. |
Customer’s Branch. |
Date Type |
ExpectedCloseDate, RevenueEndDate, DateEntered |
ExpectedCloseDate: The date when the opportunity is expected to be closed. |
Start Date |
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|
End Date |
|
|
Customer Name |
|
Filters results by Customer name. |
User Description |
|
Filters results by User Description present in Revenue Opportunity. |
Report Fields
Field Name |
Description |
StaffingCompany |
Customer’s Supplier name. |
BoldCompanyID |
Identifier for company in AviontéBOLD (Front Office) |
BranchName |
Customer’s Branch. |
OpportunityName |
OpportunityName from Revenue Opportunity. |
Description |
Description from Revenue Opportunity. |
SalesStatus |
Sales status from Revenue Opportunity. |
ExpectedRevenue |
Expected Revenue from Revenue Opportunity. |
RevenuePeriod |
Period from Revenue Opportunity. |
RevenueCompetition |
Competition from Revenue Opportunity. |
SalesCloseLevel |
Level from Revenue Opportunity. |
ExpectedCloseDate |
Exp Close Date from Revenue Opportunity. |
RevenueStartDate |
Revenue Start Date from Revenue Opportunity. |
RevenueEndDate |
Revenue End Date from Revenue Opportunity. |
CustomerID |
Customer Identification Number. |
CustomerName |
Customer Name associated with Revenue Opportunity. |
DepartmentName |
Department Name. |
CustomerStatus |
Customer’s Status. |
LeadSource |
Lead source associated with Revenue Opportunity. |
ContactName |
Name of the contact associated with Revenue Opportunity |
UserDescription |
Sales Rep (User Description) from Revenue Opportunity. |
StaffingOrderID |
Order ID from Revenue Opportunity. |
SalesLevel |
SalesLevel from Revenue Opportunity |
ExpectedSales |
1. Expected Revenue from Revenue Opportunity when Revenue Start Date is greater than or equal to StartDate parameter and Revenue End Date is less than or equal to EndDate parameter. i.e. If the Revenue Start and End Date lies within the date range entered in the parameter, then Expected Sales = Expected Revenue. 2. Product of Weekly Amount and the number of weeks from Revenue’s start date till the End date parameter, when Revenue Start Date is greater than or equal to Start Date parameter and Revenue End Date is either not present or greater than End Date parameter. i.e. If the Revenue Start date lies within the date range entered but the Revenue End Date does not lie within this date range and falls in the future meaning that Revenue would start within date range but end in the near future, then Expected Sales = Weekly Amount * Number of week till the end date parameter from the Revenue’s Start date.
3. Product of Weekly Amount and the number of weeks from start date parameter till the End date parameter, when Revenue Start Date is less than or equal to Start Date parameter and Revenue End Date is greater than or equal to End Date parameter. i.e. When Revenue start and end date both does not lie in the date range meaning that revenue has already started but not ended, Then Expected Sales = Weekly Amount * Number of Weeks from start to end date parameter.
4. Product of Weekly Amount and the number of weeks from start date parameter till the Revenue’s End date (or Today’s date if Revenue End Date is not present), when Revenue Start Date is less than start date parameter and Revenue End Date is less than end date parameter. i.e. When Revenue start date does not lie in the date range but Revenue End date lies in the date range meaning that revenue has already started and would end within the date range, then Expected Sales = Weekly Amount * Number of weeks from start date parameter till Revenue’s end date. |
WeeklyAmount |
Ratio of Revenue to the Number of Weeks present from Revenue’s Start date till Revenue’s end date, when Revenue start and end date lies in different weeks. i.e. Average Revenue per week. Formula = Revenue / No of Weeks present from revenue’s start till end date.
0, when revenue start and end date lies in a same week. |
LastMessageDate |
Most recent logged message’s date of customer. |
LastMessage |
Most recent logged message type of customer. |
FirstInvoiceDate |
First invoice’s date of customer. |
BoldJobID |
Identifier for job in AviontéBOLD (Front Office) |
DateEntered |
Date the opportunity was entered |
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