Generates a real-time 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 with 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 shows a column chart (default), line chart, pie chart, or text view of the top opportunities data. Tap the thumbnail to show a different chart type as the main chart, or zoom to view graph data. If an opportunity has an expected sales volume that is a negative number, you can scroll the column chart to see the negative value reflected on graph.
If you rotate your device to landscape mode, the column chart changes to a bar chart. By default, the column/bar chart shows the expected revenue for each sales prospect; the line chart shows totals of all expected revenues for each month; and the pie chart represents the percentage of total expected revenues for a specific month.
| Option | Description |
|---|---|
| Closing Date | Indicates the cut-off date for the opportunities to qualify for the report. Select a date on the calendar, or None.
If you select a closing date, Period and Time Frame are no longer available. |
| Number of Opportunities | Select the number of opportunities to include. |
| Period | Select the period: Previous, Current, Next, or None. This option appears only if the Closing Date is None. |
| Sales Representative | If you are a manager and have the appropriate permissions, 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.
This option appears only if the Closing Date is None. |