Creating a Pipeline Report

Create a pipeline report.

  1. On the home screen, select Analytics.
  2. Tap Pipeline Analysis, then tap Edit.
  3. Indicate the report details.
    Pipeline report details
    Option Description
    Period Select the period: Monthly or Quarterly.
    Weighting Weights the opportunities based on their chance of success. Select On or Off.
    User Position If the position you choose is a sales manager position, the next two fields appear.
    Sales Teams If you are a manager and you chose a sales manager for User Position, you can indicate the sales teams.
    Sales Representative If you are a manager and you chose a sales manager for User Position, you can indicate the sales representatives.
  4. Tap Save to save these options as the default report, or Save As to save the report to a new name.

    If you save the report to a new name, you can access the report in My Reports.

Parent topic: Analytics

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