Reporting in Orange

Reporting in Orange

Sunlight’s Reporting feature is a tool we have built to bring more transparency and control to your sales and finance process. You’ll be able to review what percentage of your deals are in each stage and use this to drive action individually or on your team. Use the filter feature in the dashboard if you’d like to get a full list of customers in each stage. Operations users can see how many projects are at each milestone. And finance users will have access to remittance and net out reports.

How to Use Sales Reporting Feature

• Access the sales feature by clicking on menu in the upper right hand corner then click reporting
• Click on the small orange calendar buttons to adjust the date range and click submit.
  • If you are a manager or Executive you can choose teams or specific reps and drill down on their pipelines
  • If you are an executive you can click Leaderboard to generate a list of top reps who have the most signed agreements

What can you see with the sales reporting tool?

• Sales person can see what percentage of their own projects are in each stage (from New to Loan Agreement Signed)
• Sales Managers and Executives can see all projects for reps under them (from New to Loan Agreement Signed)
• Operations Role can see all projects for their company (from Notice to Proceed to Project Completed)
• Executives can also use the leaderboard function to create lists of reps with the most sold deals.
  • This is a great tool to have transparency on who is succeeding with Sunlight and to drive some friendly competition or even sales contests.

What can you see with the Finance Reporting Tool?

• Finance representatives will have access to remittance reports for any given date.