QEval New UI User Manual

Tactical Opportunity Level Report

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.

Configure the following fields to view the required result:

Screen Elements


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.


Select the required opportunity from the dropdown list.


Select the location name from the dropdown list.


Enter the specific name of the Agent 

Supervisor Name

Enter the specific name of the Supervisor 


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 image and image to download the report in respective formats.

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