The sales cycle report uses the information in the opportunity card to present details of the individual opportunities in the sales cycle as well as provide and an overview of the entire sales cycle. These reports contain information such as the sales cycle history, current status of the sales cycle, and the sales forecast. It is a powerful CRM tool to help users make decisions concerning sales cycle management.
The pivot analysis provides three different types of analysis for your sales cycle report. The analysis types available are List, Pivot analysis, Chart. From the reports, you can click the specific opportunity to view the opportunity card information. You can use the pivot analysis table to customize opportunities data in a pivot analysis graph and add the customized pivot analysis graph to the workspace. For more information on the reports that are added to the
workspace, see Viewing sales cycle reports in the workspace.
All users can access this page.
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
General section
Sales cycle
Select one sales cycle or more to display the report for the opportunities that are using the sales cycle process defined by the sales cycle(s). This information is mandatory.
Stage
Select a stage available in the sales cycle to display the report for the opportunities that are currently in the selected stage in a sales cycle process.
Note: This is not enabled if you have selected multiple sales cycles at the Sales cycle field.
Owner
Type or select a person to display the report for the opportunities that are owned by the person.
Deal
Select a deal status to display the report for the opportunities that are currently in the status.
Project
Type or select the project ID to include the opportunities that are linked to the selected project in the report. The opportunities to be included will also depend on the option selected at Only main project.
Only main project
Select Yes to include the opportunities that have the main projects linked in the report. If you select Yes and a project is selected at Project, then only the opportunities that have the selected project linked as the main project will be included in the report. Select No to include all the opportunities in the report. If you select No and a project is selected at Project, only the opportunities that have the selected project linked will be included in the report.
Group
Select a division group to display the report for the opportunities that are linked to the division group.
Division
Type or select a division to display the report for the opportunities that are linked to the division.
Start date
Select a date or a date range to display the report for the opportunities that are planned to start on or after the dates. If you select a start date only, opportunities which are registered starting from that date are displayed. You can select a type of date range from which the system will automatically generate the exact dates for the selected period such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click 
or 
to decrease or increase the values for the selected range.
End date
Select a date or a date range to display the report for the opportunities that are still open on or before the dates. If you select an end date only, opportunities which are still open before the date are displayed. You can select a type of date range from which the system will automatically generate the exact dates for the selected period such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click or to decrease or increase the values for the selected range.
Modified date
Select a date or a date range to display the report for the opportunities that have been last modified on or within the dates. If you select an end date only, opportunities which have been last modified before the date are displayed. You can select a type of date range from which the system will automatically generate the exact dates for the selected period such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click or to decrease or increase the values for the selected range.
Follow-up date
Type or select a follow-up date or a range of follow-up dates to display the report for the opportunities with the defined follow-up date(s). You can select a type of date range from which the system will automatically generate the exact follow-up dates for the selected period, such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click or to decrease or increase the values for the selected range.
Define the first follow-up date field only to display the report for opportunities with the defined follow-up date and opportunities with follow-up dates thereafter.
Define the second follow-up date field only to display the report for opportunities with the defined follow-up date and opportunities with follow-up dates prior to the one defined.
Creator
Type or select the employment ID or name of the person to display the report for the opportunities that have been created by this person.
Display currency
Select Currency code (Corporate currency) or Currency code (Division currency) to display the amounts in the report in the corporate or division currency, respectively. Currency code is the code of the corresponding currency defined in your administration. By default, Currency code (Corporate currency) is selected.
Note: The field will be displayed only when the corporate and division currencies in your administration are different.
Analysis
You can choose to display the opportunity data in one of the following formats:
List — Click this to see a group of filters for summarizing opportunity related data by different variables from a list. Click this again to reset the displayed report. You will be able to group by four fields and display up to 20 columns.
Pivot analysis — Click this to see a group of filters for summarizing opportunity related data by different variables using a pivot analysis. Click this again to reset the displayed report. You will be able to group by one row and one column. You can display up to two types of values per column.
Chart — Click this to see a group of filters for summarizing opportunity related data in a chart. Click this again to reset the displayed report. You are able to group by one row and one column. You can display only one type of value per column.
If you click List at Analysis, you will see the following fields:
Group by
Select or clear this check box to display the results in a group or list layout.
Select the grouping levels. You can select up to five grouping levels. In a group layout, the results are displayed in a hierarchical grouping according to the grouping levels selected. In a list layout, the grouping levels become columns in the list where you can sort by any column.
Values
Select the required type of values to be displayed in the columns.
If you click Pivot analysis at Analysis, you will see the following fields:
Value
Select a maximum of two variables to be used for comparison.
Row and Top
Select the variable to be used for the X-axis at Row and then type the number of rows to be displayed at Top.
Column and Top
Select the variable to be used for the Y-axis at Column and the number of columns to be displayed at Top.
Click this to switch the values between Row, Column, and Top.
If you click Chart at Analysis, you will see the following fields:
Row and Top/Other
Select the variable to be used for comparison at Row and the number of rows to be displayed at Top. If the total number of available information is more than the defined rows at Top, you can group the balance rows together under Other by selecting the check box. For example, select Total (+) or Total (-) to display the totals in ascending or descending order respectively.
Column and Top/Other
Select the variable to be used for comparison at Column and the number of columns to be displayed at Top. If the total number of available information is more than the defined columns at Top, you can group the balance columns together under Other by selecting the check box. For example, select Total (+) or Total (-) to display the totals in ascending or descending order respectively.
Click this to switch the values between Row, Column, and Top.
Bar (Vertical), 
Pie (Vertical), 
Line (Vertical), 
Region (Vertical)
Select the required option to display the results in the various vertical formats.
Bar (Horizontal), Pie (Horizontal), 
Line (Horizontal), 
Region (Horizontal)
Select the required option to display the results in the various horizontal formats.
Value
Select the variable to be displayed in the chart.
Width/Height
Type the width and height of the chart.
Legend
Select Right, Bottom, Left, or Top to position the legend at the corresponding locations in the chart. Select None if you do not want any legend in the chart. This is not applicable in the Pie format.
Columns section
This section displays the information of the opportunities that match your search criteria.
Templates section
You can save your search criteria as a template. For more information, see Creating and modifying search templates.