Action Reports
Contained within the 15 reports included with your purchase, these Action Reports are the real solution solvers.
OverdueNextAct: Finds overdue and upcoming next actions by SalesRep, counting opportunities and summing DealValue and CommAmt, filtered by NextDate defaults and optional inactive toggle.
PipeByStage: Groups opportunities by DealStage to show counts, total DealValue, average WinPct, and total commission, with parameter filters for pipeline, dates, lead source, and active status.
RepPerformance: Ranks reps by total DealValue while also showing OppCount, TotalCommAmt, and average WinPct, using date, stage, pipeline, and active filters for apples-to-apples comparisons.
Common Questions
Q: Do I need Microsoft Access to use this database?
A: You can use Microsoft Access on Windows, or the free Microsoft Access Runtime.
Q: Is this a subscription?
A: No. One-time purchase with lifetime access.
Q: When do I get the download?
A: Immediately after PayPal completes your payment.
Q: Does it work on Windows 10 and 11?
A: Yes - compatible with Windows 10 and 11.
Q: How fast can I start using it?
A: Most people can be up and running the same day - download, open it, and start entering data.
Q: What if I'm not very technical?
A: It's designed for simple, day-to-day use with pre-built screens for easy data entry.
Sales Pipeline Tracker