Dear,
We are in a project related business and our opportunities do stay active for more then 120 days on average. To analyse our quote and opportunity activity we would like to know the total opportunity development over time.
So what I would like to know if it's possible and how to create a report in ZOHO Advanced Analytics which shows the following content:
- Per month or date the QTY of opportunities
- Per month or date the amount and Expected Revenue of opportunities.
So this should give the following output for example:
Month Total QTY opportunities Total amount opportunities
January 50 1.200K
February 49 1.250K
March 55 1.100K
etc.
This way we should be able to analyse whether our 'quotebook' or total opportunities are declining or growing over time.
Many thanks for your replies.