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Bridgeforce, Inc
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Step Seven – Generate a Report
During any part of the process, Jane can generate reports that show won/loss rates, sales pipelines, etc. This helps Jane combine all of her opportunities into single views to gage the status of her current or future revenue. Here’s how:
  1. Jane clicks on Reports in the Prophet toolbar to start up the Avidian Report creator.
  2. She selects the report template she wants to use. This can be one of the thirty-two templates that come with Prophet or a custom template that she has created with the Report Design. Since she has already closed this deal, she selects the Won/Loss template and filters by opportunities closed in the last 10 days.
  3. Clicking on The View Report button displays the report which can be reduced to fit in the Report Preview window.
4.  Once Jane has the report she wants, she can save it in one of five formats including HTML, PDF, RTF, TIF, TXT, or XLS for sharing with co-workers, superiors, etc.
Next Step – Use Personalized, Group Emails to Communicate
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