| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so you can enter the activity information.
Ajera CRM then creates an activity for each opportunity included on the report.
|
| Grid Type
|
Select the type of data for which you want to show additional columns.
The available sorting and grouping criteria vary based on the entry in
Grid Type. For example, contact-related criteria are available if you select
Contacts, while opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on the
Grid Type selection. For example, if you select
Links, the
Links - Description,
Links - Path, and
Links - Graphic columns are available on the Columns tab and on the Sorting/Grouping tab. If you do not select
Links, those columns are not available.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. If you are printing the report from the Info Center application, the report will be filtered based on the
Grid Type field and the open or selected record.
|
| Print Final Totals
|
Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
|
| Summarize Opportunity Detail
|
Select this check box to generate a summary version of the report.
|
| Stage Options
|
If you want to generate the report for opportunities that are assigned selected opportunity stages, click
 and select one or more stages in the Lookup dialog box. For example, if you select
Shortlisted,
Ajera CRM includes only shortlisted opportunities on the report.
Leave the field blank if you do not want to filter the report by opportunity stage.
You specify the current stage for an opportunity on the General tab of the Opportunity Info Center.
Your selections in
Stage Options also affect the calculation of hit rates. The other components in the calculation are your selections in
Core Value and
Calculated Value.
Ajera CRM calculates the hit rate percentages as follows:
(Sum of values for opportunities that are assigned the stage in
Core Value / Sum of values for all opportunities) x 100
For example, suppose you do the following:
- Use the Sorting/Grouping tab to sort and group by
organization.
- Select all stages in
Stage Options.
- Select
Awarded in
Core Value.
- Select
Percentage in
Calculated Value.
When you generate the report, the hit rate that
Ajera CRM calculates for each
organization is the percentage of all opportunities for that
organization that have the Awarded stage. If 25 of the 100 opportunities for an
organization have the Awarded stage, the hit rate is 25 percent.
If you select
Revenue in
Calculated Value, instead of
Percentage,
Ajera CRM divides the estimated revenue for the opportunities with the Awarded stage by the estimated revenue for all of the
organization's opportunities to calculate the hit rate percentage. If the estimated revenue for the 25 Awarded opportunities is $2,500,000 and the estimated revenue for all 100 opportunities is $5,000,000, the hit rate is 50 percent.
If you select
Weighted Revenue in
Calculated Value, divides the weighted revenue for the opportunities with the Awarded stage by the weighted revenue for all of the
organizationAjera CRM's opportunities.
|
| Date Field
|
To select opportunities for the report based on date, select the type of date (such as Close Date or Estimated Completion Date) in this field and select the reporting period in
Date Options. The report includes only those opportunities for which the specified date falls within the reporting period.
If this field is blank, the report does not filter opportunities by date.
|
| Date Options
|
If you selected a date in
Date Field, select the reporting period in this field. For example, if you select
Public Notice Date in
Date Field and
Next 14 Days in this field, the report displays only those opportunities with a public notice date in the next two weeks.
|
| From/to
|
If you select
Range in
Date Options, enter the start date and end date of the range, or click the calendar icons and select the dates.
|
| Core Value
|
If you select one or more stages in
Stage Options, select the stage for which you want
organization to calculate hit rates.
|
| Calculated Value
|
Select the type of values you want
organization to use to calculate hit rates. The following are the options:
-
Percent — The hit rate for a grouping level is based on the number of opportunities: (Number of opportunities for that group that are assigned the stage in
Core Value) / (Total number of opportunities for that group).
-
Revenue — The hit rate for a grouping level is based on estimated revenue: (Estimated revenue for opportunities for that group that are assigned the stage in
Core Value) / (Total estimated revenue for all opportunities for that group).
-
Weighted Revenue — The hit rate for a grouping level is based on weighted revenue: (Weighted revenue for opportunities for that group that are assigned the stage in
Core Value) / (Total weighted revenue for all opportunities for that group).
In all cases,
Ajera CRM multiplies the result by 100 to display the hit rate as a percentage.
|
|
Client Hierarchy Lookup
|
If you are using
client hierarchies and you want to generate the report for a
client hierarchy, select a
client in that hierarchy.
The report includes the entire hierarchy of which the selected
client is a part.
Example: If you select
Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true:
- If you select
Department of Defense in the
Client Hierarchy Lookup, the report includes detail for all
clients associated with Department of Defense, Navy, and NAVSEA.
- If you select
Navy on the lookup, the report shows a header but no detail for Department of Defense and includes complete details for Navy and NAVSEA.
- You cannot select NAVSEA, because it is not the parent of another
client.
|
