Analytics

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.

Report Display Formats

By default, reports display in a dashboard, where you can view the data in text format or three graphical formats, which vary by report type. To view reports in a simple chart format, turn off the Dashboard option in Analytics settings.

Note: If viewing a report in landscape view, you must return to portrait view to navigate back to the previous screen. Sybase recommends using the navigation bar only in portrait view, where it occupies less screen real estate.

You can select the Refresh button to get the lastest report data. You can toggle between the CRM Report Graph View Icon graph view or CRM Report Table View Icon table (text) view by selecting the appropriate icon at the top of the report. In text view, you can scroll to the bottom to view the report criteria.

Edit Report Criteria

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.

Tap the report, tap Edit, change the desired report options, select Save As, then enter a report name.

Delete Saved Reports

You can delete any report saved in My Reports.

Tap the report, tap Edit, then select Delete.