Creating a Top Risk Opportunities Report

Create a risk opportunity report.

  1. On the home screen, select Analytics.
  2. Select Menu > Create Risk Opportunity Report.
  3. Indicate the report details.
    Top Risk Opportunity report details
    Option Description
    Name Enter a name for the report.
    Sales Stage Select the sales stage.
    Time Frame Select the time frame: Last 7 Days, Last 30 Days, or Last 90 Days.
    Sales Rep If you are a manager, you can indicate a sales representative or all representatives.
    # Of Opportunities Select number of opportunities to display.
    Sort Order Select Closing Date, Revenue, or Sales Stage.
  4. Select Save.

    This report is now available in My Reports.

Related tasks
Viewing Reports and Editing Report Criteria
Creating a Pipeline Report
Creating a Top Opportunities Report
Creating a Top Sales Order Report
Related reference
Report Types


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com