To facilitate the new Sales Select module we’ve been working on a number of reports. As time goes more and more of these reports will be released. These reports are meant to give you an insight in your past sales accomplishments as well as your future plans. As always, these reports are purely based on the data you put into OTYS Go!. The more data you enter, the cleaner your reports.
All reports below can be created by using the Linked table: Sales Select. Good to know: You might see a number of names of individual reports that have not been described here yet, and are not loading in. These reports are currently in development at OTYS, and will be released asap. Once they have been released we will add information on these reports on this page.
Reasons for won opportunities
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple reasons for why you won a certain sales opportunity. These reasons will be selected when you set an opportunity to the status ‘Won’. In this report, you can see how many sales were won for which reason over a certain period of time. ‘‘Detail click through’’ is not available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Reasons for lost opportunities
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple reasons for why you lost a certain sales opportunity. These reasons will be selected when you set an opportunity to the status ‘Lost’. In this report, you can see how many sales were lost for which reason over a certain period of time. ‘‘Detail click through’’ is not available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Lead times per stage
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple stages. These stages form your sales pipeline, and give you the ability to trigger workflows or set the opportunity to won/lost. In this report you can see how long each stage took on average over a certain period of time. This way you get an insight of where your bottleneck sits when it comes to closing deals faster. This information is displayed in a simple number that represents days. So, if the number that’s shown in the ‘new lead’ shows ‘‘6,5’’, then it has taken you and your colleagues, on average, 6 and a half days to make first contact/set the opportunity to a different stage since creating it. Click throughs are available for this report, showing you per sales opportunity how long this particular stage took.
Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know. You can also filter on stages so you can focus in on a select part of your pipeline.
Source of the opportunity
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple sources. These sources will help you determine how you got an opportunity in the first place, but are most interesting when looking at reports. We’ve created a report that shows you the amount you’ve lost vs. the amount you’ve won over a certain period of time per source. This way you can see which sources not only yield the most opportunities, but also how large these opportunities are, and how much each source brings in on average. This report can help you get an insight on the quality of your sources. ‘‘Detail click through’’ is available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Per consultant standard report + targets
Your sales opportunities will always have an owner. This is either the person responsible for getting the lead in the first place, but most often it is the ‘owner’ of the lead/sales process for this opportunity. By looking at closed and won sales opportunities and splitting over your users based on the owner of the opportunity, you can get an insight into how well your team has been doing. You can select the usual filters when it comes to ‘per consultant’ reports, viewing teams or individual users. Next to that, you can also set up targets over this report/these users. You can find more information on target reports here. ‘‘Detail click through’’ is available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Compare Business types
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple Business types. These Business types help you split your different types of Sales opportunities, and allow for completely different pipelines by setting up stages only for those types. To ensure you can compare your types with each other, we’ve created a report where you can see your open, lost, and won deals over a period you can determine yourself. To ensure a clean graph, we’ve also added the option of selectin which types you want to see. ‘Detail click through’’ is available for this report.
Sales forecast (weighted & unweighted)
In our sales select module you’re able to configure an expected close date for opportunities. This way you can make an estimate of when you expect a deal to be set to ‘won’ instead of open, i.e. when you think you will ‘‘land’’ a deal. In this report, we can look at these expected close dates and look at the amount we’re expecting to come in in certain periods. Using an alternative configuration of this report also allows you to look at your turnover for certain periods.
For this report we have a number of filters to narrow down exactly what you want to see, but most importantly, you can filter on either only open deals, only won deals, or both, depending on how you use our Sales Select module.
Good to know: selecting a user in the ‘‘Consultant’’ dropdown will only filter on the owner of your opportunities. For contributors we have different reports, which you can find below.
Traditionally, Open deals will be categorised by their expected close date, whilst won deals will be categorised by the date that they were set to won. In case you prefer to work with only expected close date - including for won deals - you can use the filter ‘‘alternative date behaviour’’ in this report. Doing so will instead use the expected close date to categorize all deals, both won and open.
For example, if you have 2 Sales Select opportunities that have an expected close date of March 31st, and they are both open, when looking at the report ‘per month’ and including open deals, both opportunities will show up in the category for March. If you set one of these deals to won on April 1st, then one deal (the open one, where we read out expected close date) will show up in the March category, and second (the closed (won) one, where we now read out ‘‘status change date) in the April category. If you want both in March, you will need to filter on ‘‘expected close date’’ in the alternative date behaviour filter.
Note: When clicking through this report for more details, the date displayed in the last column will not change based on the filter. Open deals will show ‘‘expected close date’’, and won deals will show ‘‘status change date’’.
Example setup: Forecast report per month for upcoming quarter
Make sure you’re in the reports module, and you have the correct rights to make changes to reports
Select a reports group that contains the linked table ‘‘Sales Select’’. If you do not have one, either add ‘‘Sales Select’’ as a linked table to an existing group, or create a new group with this linked table included.
Create a new report in this group and give it an appropriate name
Under ‘Linked Table’ select Sales Select
Under module you can either select Sales Forecast, or Sales Forecast Weighted
Selecting Forecast will look at all of your opportunities and count the values at 100%. This is the maximum amount of turnover you could make if all open deals are won.
Selecting Forecast Weighted will look at all of your opportunities and count the values based on the probability percentages you’ve selected. This is is statistically closer to the true turnover you will end up making, as the value is deals is measured by their probability of success
Under ‘Status’, we will select open for this example. Please look at how you use the statuses ‘Open’ and ‘Won’ within your sales select module to see if this is right for you.
You can now refine your report by clicking ‘‘show more’’, and adding more filters, such as specific relations, stages, or business types
Set your period to ‘‘Future period - Quarter’’ and your view to ‘‘Month’’
Make sure your graph display is set to column chart
Save your report
You can now see the deals you expect to close in the upcoming quarter per month. Each month will have a total value, which is dependant on whether you selected ‘‘weighted’’ or not. Clicking on these graphs will give you more information about each month.
Example setup: Turnover report for every quarter so far this year
Make sure you’re in the reports module, and you have the correct rights to make changes to reports
Select a reports group that contains the linked table ‘‘Sales Select’’. If you do not have one, either add ‘‘Sales Select’’ as a linked table to an existing group, or create a new group with this linked table included.
Create a new report in this group and give it an appropriate name
Under ‘Linked Table’ select Sales Select
Under ‘module’, select Sales Forecast
Under ‘Status’, select Won
You can now refine your report by clicking ‘‘show more’’, and adding more filters, such as specific relations, stages, or business types
Set your period to ‘‘Current period - Year’’ and your view to ‘‘Quarter’’
Make sure your graph display is set to column chart. If you wish to, for example, see how much of the total year turn over was made in which quarter, you can pick pie chart instead, which will give you a percentage based display of the total turnover per quarter
Save your report
You can now see all of the deals you have set to won in the current year per quarter. Each quarter will have a total value. Clicking on the graph will give you more information about each Quarter.
Status change date Vs. Expected close date
For the example above we are looking at the status ‘‘won’’. As a standard, for this status we look at the date of when you changed the status from open to won. If you did this on - for example - January 1st of 2026, the deal will be displayed in Q1 of 2026. However, if this deal was intended to land in Q4 of 2025, but you were not able to set it to Won at the end of december, this will skew your numbers. By using the filter ‘‘Alternative date behaviour’’, and setting it to ‘‘Expected close date’’ you can now attribute this deal to the expected close date of December 31st 2025 instead of the actual status change date. Now, this deal will display in Q4 of 2025, as expected.
Please note! This behaviour works on a report level, not on an individual deal level. Either all of your won deals will be counted from their status change date, or from their expected close date. Open deals will always be counted for their expected close date.
Won value per Contributor (weighted & unweighted)
When you’re creating or altering an opportunity in our sales select module you can add contributors. Contributors are colleagues in the OTYS Go! system who’ve helped you with this deal, or who are responsible for a part of it next to the owner.
Using the contributors widget you can assign each contributor (including owner) a percentage of the value. Even if someone isn’t primarily or wholly responsible for a deal, they might have still been integral to the process, and this contributors widget reflects that.
To keep an eye on how your team is doing we’ve added the ‘‘Won value per Contributor’’ report. Please note that this report does not look at ‘‘open’’ deals, only at won ones.
In this report we look at each individual contributor in a given period, and how much turnover they are responsible for. By looking at the percentage a colleague has contributed they will still be ‘‘awarded’’ value without needing to be the owner of a deal. This report also allows you to set targets, and display these targets on your dashboard.
Alternative behaviour
If a contributor is in the contributors widget, but has 0% responsibility for the deal, they will not be given a part of this deal in the report as they are not responsible for any value.
Example setup: Team A - turnover this year per quarter per
Make sure you’re in the reports module, and you have the correct rights to make changes to reports
Select a reports group that contains the linked table ‘‘Sales Select’’. If you do not have one, either add ‘‘Sales Select’’ as a linked table to an existing group, or create a new group with this linked table included.
Create a new report in this group and give it an appropriate name
Under ‘Linked Table’ select Sales Select
Under ‘module’, select Won value per Consultant
Under ‘Consultant’ select the team members in team A. If you do not work in teams you can leave this unselected as we will calculate everyone.
You can now refine your report by clicking ‘‘show more’’, and adding more filters, such as specific relations, or business types
Set your period to ‘‘Current period - Year’’ and your view to ‘‘Quarter’’
You can use the alternative date behaviour filter to filter on either ‘‘Changed status date’’ (nothing selected) or ‘‘Expected close date’’. More about this can be read in the subchapter on forecast reports above this one.
You will now see how much turnover each colleague has been responsible for over the past year, split per quarter. If you wish to see a total, you can select ‘‘year’’ under view, and everything will be consolidated.
Targets
You can set up targets for these reports, and putting these targets on your dashboard will give you a quick overview of how your team is doing, and if they are meeting their individual (or general) target. More on target reports can be found here.
Good to know!
We always calculate the contributors percentage, in both the weighted and the unweighted report. ‘‘Weighted’’ only looks at the percentage of success of the opportunity itself.
for example:
Deal X (Value €10.000, with a success percentage of 50%)
Contributors:
- Colleague A (50%)
- Colleague B (30%)
- Colleague C (20%)
Unweighted report will show (calculating value at 100%)
Weighted report will show (Calculating value at 50%)
Colleague A (€5000)
Colleague A (€2500)
Colleague B (€3000)
Colleague B (€1500)
Colleague C (€2000)
Colleague C (€1000)
Please note: If you’ve set all the won deals you’re looking at to 100% succes, then you will not see a difference between the weighted and unweighted report because the weighted report will calculate value at 100%.