Community
Showing results for 
Search instead for 
Do you mean 
Reply

Reports

Tuned Listener
Posts: 25
Country: India

Reports

Hi,

 

I use ACT 6.0. We are an executive search firm. We use sales opportunity to track how we move candidates right from sourcing to placing of candidate. We have defined few items as sales stages. Does anyone know whether ACT records the historical sales stage and it is possible to generate reports on that. If not what is the best possible to practice to generate reports for a chaning sales stage?

 

Best Regards,

 

Lawrence

Bronze Contributor
Posts: 955
Country: Australia

Re: Reports

I do not believe you can create reports that allow you to track these changes but you may be able to do this by downloading a copy of Stonefield Query and create some reports from the history table.

 

In version 6 the changes in sales stages is not recorded to history although this is the case in versions 7,8,9,10 and 11. In version 6 there is record of the sale being closed.

 

Without further investigation I am not sure that it is even possible to know when these changes have happend within version 6 as this would mean that behind the scenes this change is recorded in a table.

 

If you want to use this functionality then you might consider upgrading to a later version as this detail is recorded plus you could also have a seperate sales process for candidates and clients to track different progresses.

 

 

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Reports

New opportunities or stage changes were not recorded to History in ACT! 6 so there isn't any record to report on. ACT! 2005 (version 7) and later does make a history entry for each opportunity and when ever there is a stage change. However, The actual stage in recorded in history as part of the Regarding, the result for all stage changes is Opportunity Stage Change. Also multiple opportunities with the same customer are only defined by the name given to the opportunity. The stages changes for two different opportunities with the same opportunity name could not be separately identified. Assuming you were able to create opportunity unique names, it might be possible to create an ACT! report using VB scripting that would provide the information you want. Crystal Reports or StoneField Query should be able to create the report you want using the same assumption that the opportunity names were unique. No matter which report program you were to choose, creating the desired report template would not be easy.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129