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Custom Opportunity Report

New Member
Posts: 5
Country: United States

Custom Opportunity Report

I am trying to create a report that shows a summery of opportunities by Record Manager. I want it to show me under each record manager the number of  opportunities they have in each stage and then the number that are open, closed won and lost within each stage. Is this possible?




Record Manager 1

  • Prospect- 6
  1. Closed Won- 3
  2. Closed Lost- 1
  3. Open- 2


Platinum Elite Contributor
Posts: 6,775
Country: USA

Re: Custom Opportunity Report

That should be possible but it would not be an easy template to create. You might be better off configuring and filtering the opportunity list and exporting to Excel to get the totals you want.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer