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need help making a new Opportunity Report template in Act! 2008 premium

New Member
Posts: 2
Country: USA

need help making a new Opportunity Report template in Act! 2008 premium

Any ideas/suggestions (or better yet templates) welcome!

 

I'd like the ability to run a report for each of my sales team members that lists each opportunity along with its history of advancement through the sales cycle.  Something like:

 

Opportunity 1    Product name   Total $$

Stage 1   Jan 5, 2008   probability:            Comments:

Stage 2   Jan 15, 2008  probability:            Comments:

 

And also any activities associated with the oportunity: meetings, calls, etc.

 

Basically a history of the entire sales cycle.

 

Can this be done without a huge programming effort?  Will consider 3rd party add in if necessary.

 

Thanks in advance for your help!

 

Regards,

 

Jeff

Nickel Elite Contributor
Posts: 595
Country: USA

Re: need help making a new Opportunity Report template in Act! 2008 premium

That level of historical information is not captured by the database so there would be no way to create that kind of report.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: need help making a new Opportunity Report template in Act! 2008 premium

With some work, you could get the opportunity history from the History table with Crystal reports, but not the activities as they are not directly linked to opportunities.
New Member
Posts: 2
Country: USA

Re: need help making a new Opportunity Report template in Act! 2008 premium

Hello Mike,

 

I've seen the entries in the history file - my impression is that I'd have to create a new Crystal Report template each time a new opportunity is added to Act... can you recommend a good text for working with Crystal & Act?

 

Thanks for the response.

 

Cheers,

 

JB

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: need help making a new Opportunity Report template in Act! 2008 premium