List of Opportunities Report

Overview

The List of Opportunities Report is a tabular report that gives you a quick snapshot of the various types of Opportunities that need follow-up at your Center.

Center Managers and managers at the Organization level can use this report to get insights into expected revenues from each Opportunity status. Managers can quickly judge the financial health of their Centers and take the necessary decisions to push business.

Navigation

To view the List of Opportunities report from the organization or center level:

  1. Ensure that you are at the organization or center level, as required.
  2. On the main menu, click the  Reports tab.
  3. On the Reports Dashboard, click Opportunities > Pipeline (from the filter).
  4. From the list of reports, click List of Opportunities.
    The report opens in a new tab.
    Note: Alternatively, click Data to get a tabular view of the report.
  5. Select the Center for which you wish you view the report.
    Example: Los Angeles
    [This step does not apply if you are already at the center level.]
  6. Make your selections in the filter criteria and click Refresh.
    To export the report, click the Excel or .CSV icons.

    Example
    : You can view the List of Opportunities for the Los Angeles center. The report gives a quick snapshot of the  Opportunities at the Center and their current Status. You can also view the Follow Up Date – Sales Owners need to call the customer back for follow ups on these dates.

Filter Criteria

Criteria Options Description
Type of Report List of Opportunities Select this option if you wish to view a list of Opportunities and details such as the name of the Opportunity, Follow-up Date, Guest Name, Mobile Number. This report is useful for you to focus on the Follow-up Dates and quickly get in touch with Guests using their phone numbers.
Time Period 1 month

2 months

3 months

6 months

Custom

From the drop-down list, select either 1, 2, 3, or 6 months or Custom.

Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

 

Column Descriptions

Column Descriptions
Center Displays the name of the center for which you are generating the report.
Example: Los Angeles
# Displays the opportunity number. This field corresponds to the Opportunity Number in the General tab when you click the title (Opportunity Title).
Example: In the screenshot, in the Los Angeles Center, the Opportunity number #1228 is the Opportunity from Package for Hair Treatments.
Title Displays the title of the opportunity.
Example: Membership Expiry
Sales Owner Displays the name of the sales owner.
Example: Aaron King is a sales owner at the Los Angeles center.
Guest Displays the name of the guest.
Example: Clair Maximus is a guest at the Los Angeles center.
Guest Code Displays the Guest Code.
Example: Clair Maximus has the Guest Code of LA329.
Mobile Displays the mobile number of the Guest.
Status Displays the Sales Status of the opportunity such as Lead, Prospect, Active, On Hold, Won, or Lost status.

Learn more: See details under ‘Sales Stage’ in the article Create a New Opportunity or Sales Lead

Follow Up Date Displays the Follow Up Date – the date on which you need to get in touch with the Guest for a follow-up and then take the necessary action, or record the response of the guest for further reference.

Note: To view the list of opportunities that you have missed, you can view the Opportunities  Pending Follow Up Report from Admin > Reports > Daily Reports> Opportunities Pending Follow Up.

Expected Close Date Displays the date on which the sales owner expects the opportunity to be closed – that is, the date on which the sales owner expects the opportunity to be converted into an actual sale.
Offered Price Displays the offered price for services or products if the sales owner has made such an offer to a guest to attract sales. Sometimes, sales owners may have the liberty to offer up to 10 to 15% discounts on services and products.
Optional Text 1 While creating an opportunity, if you have used this field to enter information that is unique to this opportunity then the field and its details appear here.
Optional Text 2 While creating an opportunity, if you have used this field to enter information that is unique to this opportunity then the field and its details appear here.
Optional Text 3 While creating an opportunity, if you have used this field to enter information that is unique to this opportunity then the field and its details appear here.