Interactive Daylite Sales Report

Use a funnel to visualise your opportunities by stage

Track Sale Stages

Displays pipeline stages for all, open, or lost opportunities. Visualise your progress!

Conversion Rate

Calculates a conversion rate of your sales so you can quickly,
so you can assess performance

Track $ £ €

Track the value of your opportunities,
see the total of your potential sales

Breakdown opportunities sortable lists

By clicking on each stage of the
Sales Funnel, you can view a
breakdown of your opportunities

Navigate between sales pipeline sages within the opportunity breakdown.

Sort by multiple columns in the breakdown

View quick statistics of your opportunities

Set your report criteria

You’re able to report by sales person, filter on date ranges and even limit to open/lost opportunities. Build the report in the way its most useful to you.


We have tested the report on Daylite 2020.14, We expect it to work with past Daylite Cloud versions. We have also tested the report using macOS 10.15 and 10.14.

Further help can be found here.

Subscription for updates

Our reports are provided on an annual subscription which include updates and support.  Included in this we can help you get the report loaded on your database if required 🙂

View a limited demo of the report here But is not a good as in your Daylite 🙂

Apply a coupon or promotional code for a discount to your subscription or payment
Payment details


Have your own report ideas?

This is just a taster of reports that can be produced for use in Daylite.
Contact us if you have an idea for a report that would help your business.

Share This