report from the quotes

report from the quotes

I need to produce a report from the quotes. Is there any way to make this happen as noted below:


1. Report that shows all products quoted for a given time period

2. Sort by date of close & by product name

3. Gives a sub-total of quantity of product quoted by date

4. It must include the following:

a. Account name
b. Quote number
c. Product
d. Quantity of product
e. Expected close date (similar to potential)
f. Status - Closed Won and Closed Open (quote)

Is this already available or did I miss something here? I have already tried to set-up potentials to do this, however it does not work properly and it makes for double entry for my staff. We need to see what products are quoted to be sold and the timing to better forecast our production.

If anyone has a better idea - please advise.