Learn about your filtering and column options within the Sales Activity Report
Navigate to your Venue > Reports & Budgets > Reports
The Sales Activity Report will allow you to see all won & lost opportunities activity within a given period of time. to all won, lost, regretted & cancelled opportunities activity within a given period of time.
You are able to apply the following filters and show/hide each column to find the data set required.
Filters
|
Opportunity Enquiry Start Date |
Opportunity Enquiry End Date |
Last day of the week |
Columns
|
Week Ending |
Won Opportunities |
Lost Opportunities |
Regretted Opportunities |
|
Cancelled Opportunities |
Total Opportunities |
|
|
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.