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Opportunity closing history (Historical)

This report shows opportunities that were opened during the specified time period. You can add other search criteria. For example, add Opportunity Status to see all opportunities opened between 1st July to 31st July, which were Won during that time period or after.

To run the report:

  1. Click Reports.
  2. Click the Sales report category.
  3. Click Opportunity Closing History or click Run next to the report.
  4. Select the criteria for the report.
  5. Click Go.

The report output is displayed in a new window. The last week of the selected time period displays the total number of opportunities opened during the month of July and which were zon. The weekly totals give you a point-in-time snapshot for the whole measured period.

See Also:

Company list by segment (List)

Activities logged report by user (Cross Tab)

Person summary report

Exporting a Company list from a search list