Browse AddOns by: View products listed by Category  Alphabetical listing of Products Products listed alphabetical by Manufacturer  
 

Advanced Sales Lookup, Export and Reports

The ultimate solution for producing sales reports directly in Excel!

With ASLR, you may create Excel reports filtered by up to 2 criteria. Once your template is set up, there is no need to reformat, sort or total your data: your report is ready for distribution!

ASLR also allows you to create sales lookups, with even more filtering options than with our best-seller Advanced Sales Lookup. You can also filter and export your sales data to a CSV file (comma delimited) for easy import in another program.

With ASLR you can:

  • Create filtered sales reports in Excel (even for the Current lookup!) Excel 2000 or higher required
  • Create advanced contact lookups based on their Sales Opportunities
  • Export your filtered sales data to a CSV file

Advanced Sales Lookup, Export & Reports is designed to help you manage your Sales Opportunities.

Click on the images below to see screenshots of the program

Main Screen

Main Screen

Filter Screen

Filter Screen

1st Condition Screen

1st Condition Screen

1st Condition Screen

Another View of the 1st Condition Screen

Report Settings Screen

Report Settings Screen

Report Settings Screen

Report Settings Screen

Sales List Report

The Sales List Report

 

As its name implies, it combines 3 functions:

  • it has very elaborate Sales Lookup features;
  • it allows to export your sales data to a CSV (Comma delimited) file for easy import into another program;
  • it allows you to create reports in Excel with formatting, sorting and totals, so that you don't need to edit your report in Excel once created.

Here are some examples of what you can do with ASLR:

  • Create any sales report for the current lookup;
  • Create a lookup or report containing sales opps created in the last month;
  • Create a lookup or report containing all sales opps managed by a particular user;
  • Identify sales opps based on 2 different criteria (any field of the sales record can be a criteria: product, type, quantity, amount, competitor, etc.) : for instance, you could create a report of sales opps for the product 'Bulk Chocolate', with quantities above 1000, sorted by forecasted close dates.

Rest assured: if the information you're looking for is in your sales records, you can create a report or a lookup based on it!

Exponenciel logo

Other Products by Exponenciel

1-to-1 Contact Link— Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup— Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists— Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection— Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
Advanced Internet Services— allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group— Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
Advanced Sales Lookup— Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
Advanced Sales Lookup, Export and Reports— Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
Advanced Scheduling System— Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode— Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
Custom Fill — Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch— Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT!— Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT!— An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
LayoutSwitch — Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
LookUp Store— Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar — A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Technical Support Information
exponenciel

TOP

 

 

$99.95

1 user

REGARDING ACT! 2005/2006

 

Advanced Sales Lookup, Export and Reports has two versions, this one for ACT! versions 5 & 6, and one compatible with ACT! 2005 and newer.

  • Click here to see the ACT! 2005 and newer version of Advanced Sales Lookup, Export and Reports

 

FREE Downloads

 

  • Free TRIAL
    Advanced Sales Lookup, Export and Reports
    21 day trial —3.5 MB
 

ACT! Compatibility

 

Ver. 5/2000

YES

Ver. 6

YES

Ver. 7/2005*

YES

Ver. 8/2006*

YES

Ver. 9/2007*

YES

Ver. 10/2008*

YES

Ver. 11/2009*

YES

*Advanced Sales Lookup, Export & Reports has two versions, one compatible with ACT! 2005 and newer, and one that is compatible with ACT! versions 5 and 6. Click here to see the ACT! 2005 and newer version.

 

upgrade policy

 


If you bought Advanced Sales Lookup, Export & Reports on or after July 1, 2004, the upgrade is free.

If you bought Advanced Sales Lookup, Export & Reports between Feb 1, 2003 and July 1, 2004, you can purchase the upgrade for only $24.95.

If you bought Advanced Sales Lookup, Export & Reports before Feb 1, 2003, there is no upgrade pricing available.

To see if you qualify for an upgrade please call toll free:
1-800-806-5288

 

 

System Requirements

 

  • Excel 2000 or higher
 

 


AddOnStore
CONTACT US
 1-800-806-5288
Other AddOn Stores / ACTAddons / GoldMine / Outlook
Copyright © 2016 SJR Productions, Inc. All brands and product names are trademarks or registered trademarks of their respective companies.

 

 

 

 

 

 

Purchase Options

BACK  

   
  • Please note: This product must be registered with the manufacturer. Complete instructions will be provided in your email receipt once your purchase has been completed.

TO BUY — click the BUY image or call 800-806-5288

Advanced Sales Lookup, Export and Reports

   

PRODUCT KEY ONLY*

1 User

$ 99.95 (US)

BUY 

   

DOWNLOAD

1 User

$ 99.95 (US)

BUY 

   

*PRODUCT KEY ONLY -- If you already downloaded a TRIAL Version, you can avoid re-downloading by purchasing a Product Key Only which will 'unlock' the TRIAL Version.

   

All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.

 
   

View Shopping Cart

   

BACK