posted by Dan Couldridge on October 26, 2021
Find me on: Dan Couldridge on LinkedIn

https://www.collierpickard.co.uk/wp-content/uploads/2021/10/Maximizer-–-Opportunity-Report-Fix_TitleMaximizer has created some excellent Excel report templates which offer a comprehensive analysis of your Address Book, Opportunity and Customer Service records.

The Opportunity reports in particular are a fantastic method of analysing your Sales to date as well as your pipeline, with several pre-set pivot tables and charts – and if you like, you can also design your own!

Recently a client of ours engaged with our Support team as they were having difficulty getting the Opportunity Report to run correctly. After thorough investigation, the issue was identified with one pivot table found to overlap another due to a large number of product categories stored on the database.

The client was delighted as our on-site Microsoft Excel expert was able to swiftly redesign this element of the report and replace the existing template on their database.

Excel Reports are a great way of analysing your CRM data so if you want to know more about them, why not get in touch with our Support Team and find out how they can help you.

  • Leave a Reply