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.
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.
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.