Tactical Opportunity Level Report displays opportunity level total coaching assigned reviewed, closing status, and follow-up status.
To view this report, select Reports > Report > Trending/Audit Trail /Tactical Report > Tactical Opportunity Level Report:
The following page will be displayed.
|
Screen Elements |
Description |
|---|---|
|
Start Date |
To set the date range, firstly, select a start date. |
|
End Date |
Select the end date. |
|
Client Name |
Select the name of the client from the dropdown list. |
|
Program Name |
Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name. |
|
Opportunity |
Select the required opportunity from the dropdown list. |
|
Location |
Select the location name from the dropdown list. |
|
Agent |
Enter the specific name of the Agent |
|
Supervisor Name |
Enter the specific name of the Supervisor |
|
Partner |
Select the Partner name from the dropdown list which will display the different Names of the Partners. |
Once the search criteria are set, then, click on the 
button.
The report for the specified will be displayed as shown below:
One can export the report displayed in Excel and CSV formats. To do so, click on the 
and 
to download the report in respective formats.
Video