Revision as of 10:43, 5 January 2016

This section will be used to provide users with sample reports that have been created by Dot2Dot Communications for various purposes. If you are interested in obtaining a specific report, please contact us for more information.

Sales Reports

Pipeline Report - The Pipeline report allows you to do weighted forecasting on a month by month basis. A Contract User field is set up identifying the Probability of a Proposal or Hold being won. For these non-contracted campaigns, the subcontract value is then weighted and added to the subcontract values for "Contracted" Contracts and reported as a Forecasted amount. A budget spreadsheet can also be set up allowing you to compare these numbers on a month by month basis.