Generates a realtime risk opportunity report.
Select Analytics from the home screen, then select Top Risk Opportunities to display this report with the default settings. You can edit the report options and save them as the default report, or save this report to a user-defined name in My Reports.
If the SAP system contains multiple line items for the same sales prospect, the account appears only once on the graph, and the graph totals all the expected revenue for all line items associated with the account.
The Top Risk Opportunities report is a column chart that, by default, displays the sales prospects at risk by expected revenue.
| Option | Description |
|---|---|
| Name | Enter a name for the report. |
| # Of Opportunities | Select number of opportunities to display. |
| Sales Rep | If you are a manager, you can indicate a sales representative or all representatives. |
| Sales Stage | Select the sales stage. |
| Sort Order | Select Closing Date, Revenue, or Sales Stage. |
| Time Frame | Select the time frame: Last 7 Days, Last 30 Days, or Last 90 Days. |