The Analytics menu gives you quick access to creating reports and viewing report data.
The Mobile Sales Analytics menu options are listed in alphabetical order. This menu is dynamic, based on cursor position.
Menu option | Description |
---|---|
Create Opportunities at Risk Report | Opens the Create Opportunities at Risk screen, where you can indicate report criteria and save the report to My Saved Reports. |
Create Pipeline Report | Opens the Create Pipeline Analysis screen, where you can indicate report criteria and save the report to My Saved Reports. |
Create Top Opportunity Report | Opens the Create Top Opportunities screen, where you can indicate report criteria and save the report to My Saved Reports. |
Edit | Opens the Edit screen for the selected report. |
Go to Home | Displays the Mobile Sales home screen. |
Refresh User Position | Retrieves your current position from the SAP system. For example, you would select this option if you were recently promoted to sales manager, and wanted to run reports for the sales representatives who report to you. |
View | Displays the selected report. |