Open Opportunity Reports

This report provides our Clients with an look at Opportunities that our team is currently working on.  The report outlines, the Account, the Account Contact, and Value of the Opportunity.  It also provides tracking information such as when the opportunity was created, when it is expected to close and what the next steps are.

Opportunities Closed Last Month

This reports outlines all the opportunities that closed the previous month indicating closed won or closed lost along with details on PO information or competitors information collected during follow up.

Activities Last Month

One of the most important things we offer our clients is a look into the customer touches that we make over the course of the month, providing a detailed look at our customer interactions.