Opportunity Trends Report

The Opportunity Trends report enables you to view detailed information about the sales revenue, profit, profit margin, and potential revenue generated based on a sales opportunity record.

The Total Sales from Opportunities by Period bar chart enables you to view the total revenue generated by opportunities in each fiscal period. Additional bar charts enable you to view total profit, average profit, and profit margin associated with opportunities for a fiscal period.

Additionally, the Summary of Profit from Opportunity by Fiscal Period summary table enables you to view the profit summary by fiscal period and opportunity ID. You can also use the Profit from Opportunity by Fiscal Period detail table to analyze details associated with the profit generated from opportunities.

This report contains the following components:

  • Total Sales from Opportunities by Period (bar chart)

  • Total Profit from Opportunities by Period (bar chart)

  • Average Profit from Opportunities by Period (bar chart)

  • Profit Margin from Opportunities by Period (bar chart)

  • Summary of Profit from Opportunity by Fiscal Period (summary table)

  • Profit from Opportunity by Fiscal Period Detail Table