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Former Member
Mar 07, 2008 at 12:21 PM

Reports in CRM 4.0



I want to see the following reports in crm 4.0 version :

1. Day to day Trasanctions - Hope it can be taken easily from Crmd_order and from their selecting desired Transactions and giving From and To date and listing Output.

2.How many Leads has converted to Opportunities & Opportunities to Quotations and Quotations to Sales Order in a day r for a particular periods.

3. Is it Possible to chek the performance of an employee - Report my employee how many Leads has created and out of which how many he could convert Opportunities , Quotations and finally to Sales orders.

Do the needful.

Thanks in Advance.



Edited by: ABHI ABHI on Mar 7, 2008 5:51 PM