{"id":7051,"date":"2014-02-20T11:01:43","date_gmt":"2014-02-20T11:01:43","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7051"},"modified":"2025-01-28T06:57:03","modified_gmt":"2025-01-28T06:57:03","slug":"historical-reports-opportunity-closing-history","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/20\/historical-reports-opportunity-closing-history\/","title":{"rendered":"Historical Reports \u2013 Opportunity Closing History"},"content":{"rendered":"

Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named \u201cHistorical<\/b>\u201d which helps us track the history in terms of weeks.
\nGreytriX3<\/span> :<\/strong>\u00a0Planning to Integrate your solution with Sage ERP X3.. some good tips here\u00a0<\/a><\/em>
\nHave a look at the \u201cOpportunity Closing History<\/b>\u201d report under Sales category. \u00a0This report gives historical analysis of Won Opportunities opened during one month and when they were closed.
\n1. Log into Sage CRM.
\n2. Go to Reports section then report page is displayed.
\n3. Select the Sales<\/b> report category.<\/p>\n

\"OppoReport2\"<\/a><\/p>\n

4. Click on the hyperlink of the report called Opportunity Closing History<\/b> or select the Run button as displayed in above screenshot. This opens Search Criteria page.
\n5. Select the criteria for the report and click on Go button as displayed in below screenshot.<\/p>\n

\u00a0\"OppoReport1\"<\/a><\/p>\n

The report output is displayed in new window as shown in following screenshot.\u00a0 It shows the total number of opportunities opened from 10th<\/sup> of February to the 20th<\/sup> of February. The total number of the opportunities is shown on the last week of the selected time period. The weekly totals will give overview of the opportunities for the whole \u201copened\u201d period.<\/p>\n

\"OppoReport3\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named \u201cHistorical\u201d which helps\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[269,317,332],"tags":[1350,1708,1920],"class_list":["post-7051","post","type-post","status-publish","format-standard","hentry","category-opportunity-sage-crm","category-report","category-sage-crm","tag-historical-reports","tag-opportunity","tag-report"],"yoast_head":"\nHistorical Reports \u2013 Opportunity Closing History<\/title>\n<meta name=\"description\" content=\"Learn how to generate historical reports on opportunity closing history in Sage CRM. Improve your sales analysis and forecasting with this essential guide. Read more on Greytrix!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/20\/historical-reports-opportunity-closing-history\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Historical Reports \u2013 Opportunity Closing History\" \/>\n<meta property=\"og:description\" content=\"Learn how to generate historical reports on opportunity closing history in Sage CRM. Improve your sales analysis and forecasting with this essential guide. 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