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Opportunities by Stage Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Opportunities by Stage Report.  

To access the Opportunities by Stage Report, click the Standard Reports option under the Reports menu from your top navigation menu to see all of the available Standard Reports within your database:


standard_reports.png


On the resulting page, your Opportunities by Stage Report is accessible within the Opportunity Reports section:


opportunity_reports.png


After clicking Opportunities by Stage, your report will open up, divided in groupings by the Stages of Opportunities within your database.  Here's a look at a sample Opportunities by Stage Report:


obsr.png

 

To see the Opportunities currently at a specific Stage, you simply need to click the plus (+) icon to the left of the Stage (the number of Opportunities currently in that Stage are listed in parenthesis to the right of the Stage).  In the example below, I've clicked the plus icon to the right of Value Proposition:


obsrexpand.png
As you can see, there are two Opportunities within this database whose Stage is listed as "Value Proposition".   You can see the Opportunities currently at any of the other Stages listed by simply clicking their corresponding plus icon.

 

To get more use out of the Opportunities by Stage Report, use the grid system to filter, sort and group the content in the report on the fly. The grid allows:

  • Reordering information by sorting and grouping
  • Showing additional columns

How to use the grid:

  • When in the Report, hover over the header row item you would like to filter or sort, then click the arrow that appears within that header. In the example below, I've clicked the arrow in the Source header:


     oppsource.png

  • Sort Ascending / Descending will arrange the items in the column alphabetically from A to Z or Z to A or in terms of value.
  • The Columns option will allow you to check off the columns you want to appear in your grid. Column options are different for each report.
  • Group By This Field will allow you to group all the items in the grid by the field from within which you have chosen the dropdown menu.  If you were to click Group By This Field from within the Source header menu on this report, the grid would then refresh, grouped by Opportunity Source rather than Opportunity Stage, as in the example below:


    oppso.png


  • Show in Groups will collapse the items in each of the groups by default. Clicking the plus sign in the grid next to an item will expand the group.  If you don't want your report items displayed in groups, just uncheck Show in Groups from the menu.
To the right of your report, you should see an option to export your report data to Excel:

export_to_excel.png

After clicking this option, the report data will download and you can open it up in Microsoft Excel.  
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