Review charts and key reports, based on real-time information, to prioritize actions to achieve sales objectives in the most efficient manner.
You must have network connectivity to view reports. Mobile Sales includes several report types. The reports display the most current Mobile Sales data based on the default report criteria specified on the device for each report.
| Report type | Description |
|---|---|
| Pipeline | Shows the opportunities in the pipeline. |
| Top Opportunities | Shows the top opportunities in the pipeline based on expected sales volume. |
| Top Risk Opportunities | Shows the opportunities at risk in the pipeline. |
You can view reports in chart or table view. By default, reports appear in a chart view. To switch to a table view, press the Menu key, then select Table View. To receive the latest data from the SAP system, press the Menu key, then select Refresh.
You can change the report criteria, and save it as the default report or create a new report. If you save a report with a new name, it appears in My Saved Reports.
Select the report to view it, press the Menu key, then select Edit. Change report options, press the Menu key, then select Save As. Change the default report name, then select OK.
You can delete any report from My Saved Reports.
Select the report to delete, press the Menu key, then select Delete.