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 Saved Reports.
If the SAP system contains multiple line items for the same sales prospect, the graph displays each line item.
The Top Opportunities report is a column chart that, by default, shows top sales prospects and their expected revenues by closing date. You can select an opportunity on the report, then view the opportunity fact sheet, or call or send a text message to the account associated with the opportunity by pressing the Menu key.
| 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.
If you select a closing date, Period and Time Frame are no longer available. |
| Number of Opportunities | Select the number of opportunities to include. |
| Period | Select the period: Previous, Current, Next, or None. This option appears only if the Closing Date is None. |
| Sales Representative(s) | 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 Expect Sales Volume. |
| Sort Order | Select Ascending or Descending. |
| Status | Select the sales order status. |
| Time Frame | Select the time frame: Monthly, Quarterly, or None.
This option appears only if the Closing Date is None. |