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Advanced Sales Lookup, Export and Reports

Advanced Sales Lookup, Export & Reports is designed to help you manage your Sales Opportunities.

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

As its name implies, it combines 3 functions:

  • it has very elaborate Opportunities 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.

New in this version:
You may have Excel automatically
perform calculations on the imported data
to calculate commissions for instance

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

  • create a lookup or report containing opportunities created in the last month;
  • create a lookup or report containing all opportunities managed by a particular user;
  • identify opportunities 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 opportunities for product 'Bulk Chocolate', with quantities above 1000, sorted by forecasted close dates.
  • Create a sales report in Excel and have Excel perform calculations on the imported data (to calculate commissions for instance).

New starting with the version for ACT! 2005

  • allows to report on products (new in ACT! 2005)
  • allows to run calculations in Excel after data import (see the Commission report explanation in the user's manual)
  • ability to insert blank columns

NOTE: Requires Excel 2000 or higher. Compatible with Office 2007.

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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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