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 Top Opportunities report is a column chart that, by default, shows top sales prospects and their expected revenues by closing date.
| 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. |
| Name | Enter a name for the report. |
| # of Opportunities | Select the number of opportunities to include. |
| Period | Select the period: Previous, Current, Next, or None. Select None if specifying a closing date. |
| Sales Rep | 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 Expected Revenue. |
| Sort Order | Select Ascending or Descending. |
| Status | Select the sales order status. |
| Time Frame | Select the time frame: Monthly, Quarterly, or None.
Select None if specifying a closing date. |