Creating a Pipeline Report

Create a pipeline report.

1. On the home screen, select Analytics.
2. Select Menu > Create Pipeline Report.
3. Indicate the report details.

   Pipeline report details

   Option	Description
   Name	Enter a name for the report.
   Period	Select the period: Monthly or Quarterly.
   Weighting	Weights the opportunities based on their chance of success. Select True or False.
   Position	If the position you choose is a sales manager position, the next two fields appear.
   Sales Team	If you are a manager and you chose a sales manager for Position, you can indicate the sales team.
   Sales Team Member	If you are a manager and you chose a sales manager for Position, you can indicate the sales team members.

4. Select Save.

   This report is now available in My Reports.

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Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com