ConstructionOnline™ has introduced new enhancements to the Opportunity Overview Report, giving construction companies greater control over how sales opportunity data is filtered, reviewed, and analyzed.
Available within ConstructionOnline Company Reporting for Sales Management, the Opportunity Overview Report helps teams evaluate active and historical Opportunities across the sales pipeline. With this latest update, users can now refine report results using additional filters, including:
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Related Lead
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Office
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Region
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Division
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Tags
These expanded filtering options make it easier for companies to focus on the Opportunity data most relevant to their sales process. Whether reviewing performance by location, organizing Opportunities by internal business structure, tracking activity connected to specific Leads, or analyzing tagged Opportunities, teams can now generate more targeted reports with less manual review.
Report formatting has also been reconfigured to refine spacing and update styling, ensuring the delivery of professional, presentation-ready documentation from ConstructionOnline's extensive reporting library.
Together, these enhancements make the Opportunity Overview Report more streamlined and better aligned with the way construction companies manage sales activity using the ConstructionOnline project management platform.
Learn more about Sales Management in ConstructionOnline here.
