Provides a realtime snapshot of expected or weighted revenue and revenue targets in your sales pipeline.
Select Analytics from the home screen, then select Pipeline Analysis to display this report with the default settings. If you are running this report for the first time, select your user position. 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.
Mobile Sales determines the value for Difference using this calculation: Won + Expected – Target. If the Difference is a negative value, it does appears as 0 (zero) on the graph.
| Option | Description |
|---|---|
| Name | Enter a name for the report. |
| Period | Select the period: Monthly or Quarterly. |
| Weighting | Calculates weighted revenue based on the opportunities' 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. |