Introducing new Reporting Section in version 2.1 of Sales Planner

You are now able to obtain more insights about your business opportunities. In this release two standard reports are available:

✓ Pipeline Report. Based on your customised business process reports the total value of opportunities (Profit & Margin), average confidence and weighted values for each stage of your custom sales process.

✓ Task Report. Shows colour coded tasks grouped by Opportunity within each Customer. At a glance see which tasks are overdue, due today, to be done in next seven days or scheduled beyond that date.

Reports are produced as PDF documents and are instantly displayed on your device but can also be emailed to yourself or others in your team and then printed.

This section will be extended further based on user demand for additional reports and also a custom report writer.

This release has been submitted to Apple on 21st October 2011 and hopefully will be approved and released within the next week.