Anyone got an experience of this with Jet Reports?
Peter
pward@interdyn.com
Date
Votes
5 comments
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Jet Reports Historic Posts I have created some reports on MS CRM 4, pipeline info & report from the service area. What sor of things are you looking for?
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Jet Reports Historic Posts We use MS CRM 4.0 here at Jet Reports and I was just working on a pipeline report yesterday using Jet and CRM 4.0. Let me know how we can help?
Paul -
Jet Reports Historic Posts We use MS CRM 4.0 here at Jet Reports and I was just working on a pipeline report yesterday using Jet and CRM 4.0. Let me know how we can help?
Paul
The following information woulf be good:
No of sales that will close in the next 30 days by sales person/vertical/product.
No of sales that closed in the past 30 days by sales person/vertical/product.
Total sales per month of the current year. Forecast and actual
Win to lose ratio
Comparison of sales this year, to previous year.
Average time it takes to close an opportunity
Opportunities that are greater than 180 days old
All lost opportunities in the post 7 days. -
Jet Reports Historic Posts I have created some reports on MS CRM 4, pipeline info & report from the service area. What sor of things are you looking for?
No of sales that will close in the next 30 days by sales person/vertical/product.
No of sales that closed in the past 30 days by sales person/vertical/product.
Total sales per month of the current year. Forecast and actual
Win to lose ratio
Comparison of sales this year, to previous year.
Average time it takes to close an opportunity
Opportunities that are greater than 180 days old
All lost opportunities in the post 7 days. -
Jet Reports Historic Posts Hi Peter_1020,
The reports you have defined bring up a very good question. Have you implemented a connection between CRM and your financials or are the two databases running independent of each other? If there is a direct connection between the two and you are using price lists, etc in CRM which match those you use in your financial database some of the reports you have requested can easily be created using the Advanced Find in CRM. However if the two are independant and you would like to use Jet Reports to reconcile the two databases Jet Reports is the best way to go.
Send me an e-mail and we can discuss this more pau-t@jetreports.com, if we can help a Partner to run their business more effively using Jet Reports it's possible I can have our services team create the reports you have outlined in the previous e-mail. Those same reports would be a good base of reports to have for Jet customers using CRM.
I will look forward to your e-mail.
Paul
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