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Standard AQ - Revenue Opportunity

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Report Description

Shows revenue opportunities from potential sales. This report is a useful tool for forecasting future revenue and determining recent sales activity.

RevenueOpportunity.png

 

 

 

Parameters

Parameter Name

Options

Description

Branch (Customer)

All available branches.

Customer’s Branch.

Date Type

ExpectedCloseDate, RevenueEndDate

 

Start Date

 

 

End Date

 

 

Customer Name

 

Filters results by Customer name.

User Name

 

Filters results by User name present in Revenue Opportunity.

 

 

 

Report Fields

Field Name

Description

StaffingCompany

Customer’s Supplier name.

BranchName

Customer’s Branch.

OpportunityName

OpportunityName from Revenue Opportunity.

Description

Description from Revenue Opportunity.

SalesStatus

Sales status from Revenue Opportunity.

ExpectedRevenue

Expected Revenue from Revenue Opportunity.

RevenuePeriod

Period from Revenue Opportunity.

RevenueCompetition

Competition from Revenue Opportunity.

SalesCloseLevel

Level from Revenue Opportunity.

ExpectedCloseDate

Exp Close Date from Revenue Opportunity.

RevenueStartDate

Revenue Start Date from Revenue Opportunity.

RevenueEndDate

Revenue End Date from Revenue Opportunity.

CustomerID

Customer Identification Number.

CustomerName

Customer Name associated with Revenue Opportunity.

DepartmentName

Department Name.

CustomerStatus

Customer’s Status.

LeadSource

Lead source associated with Revenue Opportunity.

ContactName

Name of the contact associated with Revenue Opportunity

UserName

Sales Rep from Revenue Opportunity.

StaffingOrderID

Order ID from Revenue Opportunity.

SalesLevel

SalesLevel from Revenue Opportunity

ExpectedSales

1.        Expected Revenue from Revenue Opportunity when Revenue Start Date is greater than or equal to  StartDate parameter and Revenue End Date is less than or equal to EndDate parameter.

 i.e. If the Revenue Start and End Date lies within the date range entered in the parameter, then Expected Sales = Expected Revenue.

2.        Product of Weekly Amount and the number of weeks from Revenue’s start date till the End date parameter, when Revenue Start Date is greater than or equal to Start Date parameter and Revenue End Date is either not present or greater than End Date parameter.

  i.e. If the Revenue Start date lies within the date range entered but the Revenue End Date does not lie within this date range and falls in the future meaning that Revenue would start within date range but end in the near future, then

         Expected Sales = Weekly Amount * Number of week till the end date parameter from the Revenue’s Start date.

 

3.        Product of Weekly Amount and the number of weeks from start date parameter till the End date parameter, when Revenue Start Date is less than or equal to Start Date parameter and Revenue End Date is greater than  or equal to End Date parameter.

i.e.  When Revenue start and end date both does not lie in the date range meaning that revenue has already started but not ended,

        Then Expected Sales = Weekly Amount * Number of Weeks from start to end date parameter.

 

4.        Product of Weekly Amount and the number of weeks from start date parameter till the Revenue’s End date (or Today’s date if Revenue End Date is not present), when Revenue Start Date is less than start date parameter and Revenue End Date is less than end date parameter.

i.e.  When Revenue start date does not lie in the date range but Revenue End date lies in the date range meaning that revenue has already started and would end within the date range, then Expected Sales = Weekly Amount * Number of weeks from start date parameter till Revenue’s end date.

WeeklyAmount

Ratio of Revenue to the Number of Weeks present from Revenue’s Start date till Revenue’s end date, when Revenue start and end date lies in different weeks.

i.e. Average Revenue per week.    Formula = Revenue / No of Weeks present from revenue’s start till end date.

 

0, when revenue start and end date lies in a same week.

LastMessageDate

Most recent logged message’s date of customer.

LastMessage

Most recent logged message type of customer.

FirstInvoiceDate

First invoice’s date of customer.

 

 

 

Required Setup

Need a Customer Contact Method with the SystemName = Email and Customer Contact Role with SystemName = Sales

 


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