Review charts and key reports, based on realtime information, to prioritize actions to achieve sales objectives in the most efficient manner.
You must have network connectivity to view reports. Mobile Sales includes several report types. The reports display the most current Mobile Sales data based on the default report criteria specified on the device for each report.
| Report type | Description |
|---|---|
| Pipeline Analysis | Displays the opportunities in the pipeline. |
| Top Opportunities | Displays the top opportunities in the pipeline based on expected sales volume. |
| Top Risk Opportunities | Displays the opportunities at risk in the pipeline. |
| Top Sales Order | Displays the top sales orders. |
You can toggle between graph view or table view by selecting Chart or Table, respectively.
You can change the report criteria, and save it as the default report or create a new report. If you save a report as a new name, it appears in My Reports.
Select the report to view it, select , change the desired report options, select , then enter a report name.
You can delete any report saved in My Reports.
Highlight the report and select .
The SAP system maintains your position within the sales organization. If your position changes, you need to refresh your user position for the Mobile Sales application. For example, if you get promoted to Sales Manager, you can run Pipeline Analysis reports for you or your sales representatives. To refresh the user position, select Analytics, then .