Customers and sales

Queries

The questions this database answers, saved under a name. Open one to see its answer, or its design to see how it is built and change it.

Open opportunities

Deals whose Stage says neither won nor lost (however it is typed: Won, won, Closed won), the soonest expected close first, with the company, the title, the stage, the value and who owns it. Use it each week to see what needs a push.

From Opportunities, Companies. Shows Expected Close, Company, Title, Stage, Value, Owner.

Only where Stage Not Like "*won*" and Still Open Not Like "*lost*".

Forms

Every table has a form of the same name: Companies, People, Opportunities, Activities. A form shows one record at a time and adds new ones. A field that points at another table is a list of that table's records, and the records that point at this one are listed below it.

Reports

Pages to print or save as a PDF, laid out from a query or a table.

Pipeline by company

Every opportunity under its company, by expected close, with its title, stage and value, and the value added up for each company and for the whole. It includes won and lost deals as well as open ones, so it shows all the business you have had with each company.

From the table Opportunities, a group for each Company: Title, Stage, Expected close, Value, with the total of Value.