Creating a Top Risk Opportunities Report

Create a risk opportunity report.

  1. On the home screen, select Analytics.
  2. Tap Top Risk Opportunities, then tap Edit.
  3. Indicate the report details.
    Top Risk Opportunity report details
    Option Description
    Sales Stage Select the sales stage.
    Time Frame Select the time frame: Last 7 Days, Last 30 Days, or Last 90 Days.
    Number Of Opportunities Select number of opportunities to display.
    Sort Order Select Revenue, Sales Stage, or Closing Date.
    Sales Representative If you are a manager, you can indicate a sales representative or all 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