Generates a realtime report of estimated revenue for your top sales prospects.
Select Analytics from the home screen, then select Top 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 report dashboard displays a column chart (default), line chart, pie chart, or text view of the top opportunities data. Tap the thumbnail to display a different chart type as the main chart, or zoom to view graph data.
If you rotate your device to landscape mode, the column chart changes to a bar chart. By default, the column/bar chart displays the expected revenue for each sales prospect; the line chart displays totals all expected revenues for each month; and the pie chart represents the percentage of total expected revenues for a specific month.
| Option | Description |
|---|---|
| Number Of Opportunities | Select number of opportunities to display. |
| Period | Select the period: Previous, Current, Next, or None. |
| Sales Representative | If you are a manager, you can indicate a sales representative or all representatives. |
| Sort By | Select Closing Date or Expect Sales Volume. |
| Sort Order | Select Ascending or Descending. |
| Status | Select the sales order status. |
| Time Frame | Select the time frame: Monthly, Quarterly, or None. |