Reporting

[joshuarestivo]

The following Reports are required and must be visible through the frontend:

1. Recently assigned Leads/Deals - List of Leads/Deals assigned to User within the past N-days (default is 7 days). Default sort by day/time assigned. User value should default to current user but must be configurable.
2. Uncontacted - List of Leads/Deals assigned to User for which no Emails have been sent or calls made. Default sort by name and group by Organization. User value should default to current user but must be configurable.
3. Needs Email Follow Up - List of Leads/Deals assigned to User for which Emails have previously been sent out but no response has been received within N-days (default is 7 days). Default sort by day/time, oldest first. Allow filter by Lead/Deal Status. User value should default to current user but must be configurable.
4. Needs Task - List of Leads/Deals assigned to User for no Pending Tasks exist. Allow filter by Lead/Deal Status. User value should default to current user but must be configurable.
5. Deals/Leads - Deals/Leads assigned to User. Allow filter by status, organization. Default sort by name.
6. Deals/Leads Forecast - Available only to CRM Manager Role - Deals/Leads for the active the (Frappe) Company.