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Opportunity Status Change Report

New Member
Posts: 2
Country: United States

Opportunity Status Change Report

Hi

 

We are using Act 2011 and I have been asked to provide a weekly report that shows opportunities that have changed status (eg pending to quotation) during the week. Is there a standard report or an add-on that could be configured for this? 

 

Thanks, Nic

 

Moderator
Posts: 704
Country: USA

Re: Opportunity Status Change Report

coppings,

 

  There is not a standard report that will give you what you are looking for, but you may be able to use an aftermarket reporting program to do this.  Changing the Process/Stage/Status of an opportunity creates a History entry.  You might could check for those types of histories and bring them forward into a custom reporting bundle.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Opportunity Status Change Report

[ Edited ]

Steve,

We have an addon for act! called Impact Report Designer which comes with over 60+ reports. You can alter, duplicate or create your own reports with this tool.

 

One of the existing reports named Opportunity Stage Report  is exactly what you are looking for. Here is an example:
http://www.durkincomputing.com/PDFs/ReportDesigner/Opportunity_Stage_Changes.pdf

 

For more info visit our web site:http://www.durkincomputing.com

 

You can watch our quick 10 minute video on the reporting tool at:

http://www.durkincomputing.com/video.aspx

 

Hope this helps

-- Jim Durkin