This is a view of the native QuickBase ABC Sales Opportunity Tracker that you can download to your QuickBase space from the application library.

Click Here to see a representation of the data seen on this page as TrinityCharts.

For more information, please send an e-mail to info@trinityis.com or call 214-937-4534.

Opportunities by Month
Forecast Close
APR 2019 MAY 2019 JUN 2019 JUL 2019 AUG 2019
Totals
Sales Rep
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
Number of
Opportunities
Opportunity
($) (tot)
Confidence
(avg)
 
Albert Cruz 2 $84,750.00 20% 2 $58,465.00 30% 3 $156,750.00 73%             7 $299,965.00 46%
Charles Guilbert 3 $160,750.00 40% 1 $71,250.00 90% 2 $312,500.00 45%             6 $544,500.00 50%
Chris Baker 1 $10,750.00 0% 6 $224,500.00 18% 5 $229,700.00 32% 1 $40,000.00 0% 1 $55,250.00 20% 14 $560,200.00 21%
Colleen Garton 5 $467,000.00 52% 5 $276,700.00 24% 2 $38,750.00 35% 3 $129,700.00 0%       15 $912,150.00 30%
Gregory Baxter 3 $59,650.00 50% 1 $47,950.00 80% 1 $26,000.00 0% 1 $24,250.00 0%       6 $157,850.00 38%
Totals (19 groups) 14 $782,900.00 41% 15 $678,865.00 31% 13 $763,700.00 42% 5 $193,950.00 0% 1 $55,250.00 20% 48 $2,474,665.00 33%



Won Opportunities
Actual Close
Number of
Opportunities
Opportunity
($) (tot)
 
No Opportunity records found
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

Show fields from Show fields from Show fields from a related table

We're glad you're interested in doing more with Quickbase!

Now we need to make you official before you share apps or manage your account.

Verifying your email lets you share Quickbase with others in your company.

Your work email
Your company