Modules ? Customers ? Reports ? Opportunity management ? Pivot analysis
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.
Note:
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.
Click this to exit.
Click this to display the report according to the defined criteria.
Note: Once you have clicked this button, the button will change to Refresh.
Click this to update the report according to the defined criteria.
Click this to clear the defined criteria so that you can start a new search.
Click Customise at the title bar to customize the sections, or fields. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following section:
Besides the standard criteria, this section also displays the free fields that are defined by the user for the opportunity. Free fields are available only if the user has set up the free fields for opportunities. For more information, see Overview of free fields for opportunities.
Note: This Customise icon will be displayed based on the function right defined at the Function right to customize search results field at Modules ? Customers ? Setup ? Opportunity management ? Settings. For more information, see Defining settings for opportunities and auto-generating opportunity codes. If the field has been defined, you will be able to see this icon only if you have the function right. If the field has not been defined, this icon will always be displayed.
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.
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.
Type or select a person to display the report for the opportunities that are owned by the person.
Select a deal status to display the report for the opportunities that are currently in the status.
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.
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.
Select a division group to display the report for the opportunities that are linked to the division group.
Type or select a division to display the report for the opportunities that are linked to the division.
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.
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.
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.
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.
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.
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.
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:
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.
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:
Select a maximum of two variables to be used for comparison.
Select the variable to be used for the X-axis at Row and then type the number of rows to be displayed at 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:
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.
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.
Select the required option to display the results in the various vertical formats.
Select the required option to display the results in the various horizontal formats.
Select the variable to be displayed in the chart.
Type the width and height of the chart.
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.
This section displays the information of the opportunities that match your search criteria.
You can save your search criteria as a template. For more information, see Creating and modifying search templates.