En cours

Crystal Report Writer Needed 2

We use Maximizer Enterprise as out CRM systems.

We are currently using Business Objects Crystal Reports X

We would like some management report done.

ie

Rpt1 .

To be auto-sent out twice a day (weekdays – 12:30pm/5pm)

Sent to each individual sales person to show them the summary sales info (custom to the sale person)

Info summarised

Total Forecast for Current mth

Total Forecast for next mth

Leads added today

Hotlists overdue (i.e. due date < today)

Opportunities overdue (i.e. due date < today)

Customer Services overdue (i.e. due date < today)

Total Phone time out / number of call out

Rpt2

To be sent out Weekly Monday 0830am– by individual

Forecast for sales current Month divided in close probability ie <59% ,69%,79%,89%,100%

As above but for Month+1

As above but for Month+2

Total Opportunities Added this week

Total Leads for Current Month.

Rpt3

To be sent out on a Wednesday once every 2 weeks

Total Forecast Current -2 mths

Total Forecast Current -1 mth

Total Forecast Current

Total Forecast +1

Total Forecast +2

Total Lead Current -2

Total Lead Current -1

Total Leads Current

As well as being sent out ‘automatically’ in pdf (?) to each sales person – we would like a version of each that has info for all the sales people ie page 1 = sales person 1 , page 2 = sales person 2 etc etc.

Also we need the ability to run the reports as required directly from Crystal.

Ideally you will need to have experiance in generatating reports from the Maximzer data fields.

Please provide sample reports when bidding and also how you intend to setup up the reports to auto email when scheduled.

Regards

Compétences : Traitement de Données

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Concernant l'employeur :
( 15 commentaires ) READING, United Kingdom

N° du projet : #1031153

Décerné à :

schandraram

Hello - Please see PMB for details of my bid. Thank you. Chandra Ram

240 $ USD en 10 jours
(7 Commentaires)
4.8

3 freelance ont fait une offre moyenne de 163 $ pour ce travail

freeBird2011

let's start work today.

100 $ USD en 2 jours
(0 Commentaires)
0.0
chinyan

Dear Sir, I'm a developer who has 8+ years experience on Crystal Report, including Report design and Crystal Report implementation/mangement. I studied you requirement, and notice some function should using report Plus

150 $ USD en 2 jours
(0 Commentaires)
0.0