The report titled Business Opportunity Analysis can be found in the Reports section:
By clicking on this report, we can set individual parameters in the header of the report itself:
- - the time period for which we want to generate the report,
- - date type: expected closing date, closing date or creation date,
- - grouping the graph by: opportunity status, user, service/product, opportunity type, source, campaign, affiliate partner,
- - conversion into currency (EUR), or another currency we use,
- - filtering by workflow: basic, or we can choose a workflow we created,
- - filtering by status: created, won, lost, canceled,
- - count by: number of business meetings
- - chart values: all, one-time sales, monthly sales, quarterly sales, semi-annual sales, annual sales, one-time profit, monthly profit, quarterly profit, semi-annual profit, annual profit, number,
- - table grouping: no, yes.
For illustration, we have prepared an overview of business opportunities for the period from 01.04.2025 to 30.06.2025, i.e. for Q2 2025, which allows us to easily evaluate all business opportunities according to pre-defined criteria and provides clear, up-to-date and measurable information on the status and development of potential deals:
