Generates a real-time risk opportunity report.
Select Analytics from the home screen, then select Top Risk Opportunities to show 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 graph displays each line item.
The Top Risk Opportunities report is a column chart that, by default, shows the sales prospects at risk by sales volume.
| Option | Description |
|---|---|
| Number of Opportunities | Select number of opportunities to display. |
| Sales Representative(s) | If you are a manager and have the appropriate permissions, you can indicate a sales representative or all representatives. |
| Sales Stage | Select the sales stage. |
| Sort By | Select Closing Date, Revenue, or Sales Stage. |
| Time Frame | Select the time frame: Last 7 Days, Last 30 Days, or Last 90 Days. |