Learn about your filtering and column options within the Opportunity Sources Report
Navigate to your Venue > Reports & Budgets > Reports
The Opportunity Sources Report will display the stage and sources of your enquiries for the date range selected.
This report is useful for calculating the ROI from your advertising and other methods of sourcing new business.
Find out more about Defining Your Opportunity Source Types,
You are able to apply the following filters and show/hide each column to find the data set required.
Filters
Opportunity Created After |
Opportunity Created Before |
Columns
Source Name |
Total Opportunities |
Lost Opportunities |
Won Opportunities |
Regretted Opportunities |
Cancelled Opportunities | Total Revenue Ex | Total Revenue | Venue |
|
Exporting/ Printing your Report
Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.