|Sourceforge Project Page||Features Page|
Closed Sales — How much business have I closed so far?
Leads by Lead Source — How many leads has each lead source generated for me?
Open Cases By Priority — How many open support cases do we have by priority?
Open Deals — What deals have not closed yet?
Pipeline By Close Month — What pipeline do I have by close month?
Sales Pipeline by Stage — How much pipeline is at each sales stage?
Top Accounts — Which accounts are generating the most sales opportunities?
Account and Contact Reports
Tasks and Appointments — What are my open/completed activities?
HTML Email Status Report — Show me all HTML emails I sent this week
Active Accounts — What are my current accounts?
Neglected Accounts — Which accounts need attention?
Account Owners — Who owns which accounts?
New Accounts — What accounts have been added recently?
Partner Accounts — Which accounts are partners?
Mailing List — Who are the contacts at my current accounts?
Contact Role Report — Who are the contacts involved in my current deals?
Opportunity and Forecast Reports
Opportunity Pipeline — What are my upcoming opportunities by stage?
Opportunity Product Report — What are my upcoming opportunities by month and product?
Opportunities by Type — What types of opportunities are available?
Stuck Opportunities — Where are my opportunities getting stuck?
Opportunity Sources — What sources are my opportunities coming from?
Closed Opportunities — What opportunities have been won?
Opportunity History Report — Show me the lifecycle of my opportunities.
Details of Downgraded Forecast — Show me what opportunities have been downgraded in my forecast.
Opportunity Stage Duration Report — Show me how long an opportunity spent at each stage.
Quarterly Forecast Summary — Show me the forecast amounts, best case amounts and pipeline by quarter.
Forecast History Report — Show me the lifecycle of my forecasts.
Partner Opportunities — Which partners are generating revenue?
Quota vs Actual — Compare my quarterly quota w/actual sales.
Sales by Account — Which accounts are responsible for sales?
Sales by Partner — Which partners are responsible for sales?
Sales by Rep — What are my closed sales?
Sales by Lead Source — How much revenue is generated by each lead source?
Lead Reports Move Report Section Up Move Report Section Down
Lead Lifetime — Track the life of a lead from creation to closure.
Neglected Leads — Which leads need attention?
Lead Status — What is the status of all leads?
Leads By Source — How effective are all lead sources?
Total Cases Created — How many total cases were created?
Total Cases Created by Agent — Who is creating cases?
Total Open Cases by Agent — Who owns open cases?
Solution List — What are the solutions for my organization?
Campaign Reports Move Report Section Up Move Report Section Down
Campaign ROI Analysis Report — How are each of my campaigns performing?
Campaign Call Down Report — Show me all members of a specific campaign.
Campaign Member Analysis Report — Who has responded to my campaigns?
Campaign Leads — Which leads have been marketed to in the past?
Campaign Contacts — Which contacts have been marketed to in the past?
Campaign Revenue Report — Show me revenue generated from my campaigns.
Administrative Reports Move Report Section Up Move Report Section Down
All Active Users — Who are the active Scooter users?
Users Logged in This Week — Who has logged into Scooter in the past 7 days?
Documents — What documents are available in the Document Library?