Generates a real-time risk opportunity report.
Select Analytics from the home screen, then select Top Risk Opportunities to show 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 includes 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 |
|---|---|
| Number of Opportunities | Select number of opportunities to display. |
| Sales Representative | If you are a manager and have the appropriate permissions, you can indicate a sales representative or all representatives. |
| Sales Stage | Select the sales stage. |
| Sort Order | Select Closing Date, Revenue, or Sales Stage. |
| Time Frame | Select the time frame: Last 7 Days, Last 30 Days, or Last 90 Days. |