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Advanced Sales Lookup, Export & Reports

"Your Advanced Sales Lookup, Export and Reports
is certainly one of the finest ACT! add-ons I've ever seen"
Bill Norvell - Chandler, AZ

Advanced Sales Lookup, Export & Reports is designed to help you manage your Sales Opportunities. As its name implies, it combines 3 functions:

  • it has very elaborate Sales Lookup features;
  • it allows to export your sales data to a CSV (Comma delimited) file for easy import into another program;
  • it allows to create reports in Excel with formatting, sorting and totals, so that you don't need to edit your report in Excel once created.

You can create Excel reports
on any information contained in your opportunities

Here are some examples of what you can do with ASLR :

  • create any sales report for the current lookup;
  • create a lookup or report containing sales opps created in the last month;
  • create a lookup or report containing all sales opps managed by a particular user;
  • identify sales opps based on 2 different criterias (any field of the sales record can be a criteria: product, type, quantity, amount, competitor, etc.) : for instance, you could create a report of sales opps for product 'Bulk Chocolate', with quantities above 1000, sorted by forecasted close dates.

NOTE: Requires Excel 2000 or higher.

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Across this Web site, ACT! and ACT! Premium might be referred to as ACT! or Sage ACT!. Sage ACT! was the product name from 2010 to 2013.

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