Exact Synergy Enterprise

Viewing sales cycle reports in the workspace

Menu path

Workspace

Introduction

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 an overview of the entire sales cycle process. 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.

You can select up to 10 predefined templates of the sales cycle reports to be displayed in your workspace (as widgets). The predefined templates allow new users to use the ready-made templates without having to configure the report information using pivot analysis. This is useful for new users of Exact Synergy Enterprise to get an overview of the current sales cycle easily. Users can display the reports in the workspace for easy access to the reports.

The predefined sales cycle report templates available are:

• Sales funnel — This report displays the opportunity data in a sales funnel graph.
• Accounts by highest expected revenue from opportunities — This report displays the accounts linked to opportunities with the deal status Undecided, in descending order of the planned amount per account.
• Opportunities by due date — This report displays the opportunities with end dates that are earlier than the current date, in descending order of the end dates.
• Overdue opportunities — This report displays the opportunities with end dates that are earlier than the current date in ascending order of the end dates.
• Latest opportunities lost — This report displays the opportunities with the Lost status, in descending order of the date the opportunity was lost.
• Opportunities won by highest revenue — This report displays the opportunities with the Won status, in descending order of the realized amount.
• Number of undecided opportunities per targeted assortment — This report displays the number of opportunities with the deal status Undecided per targeted assortment. The results are listed in ascending alphabetical order of targeted assortment.
• Expected revenue per targeted assortment — This report displays the assortments that are targeted by opportunities with the deal status Undecided, in descending order of planned amount per targeted assortment.
• Latest opportunities — This report displays the most recently created opportunities in descending order of created date.
• Number of opportunities per owner — This report displays the number of opportunities per owner in ascending order of owner.

Roles and rights

All users can access this page.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 257 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add report widgets to workspace?

1. Click Add widget. The Widgets page will be displayed.
2. Under the CRM tab, click on the required report. The Add: [Name of report] page will be displayed.
3. Define the properties and layout of the report accordingly.
4. Click Save. The report will then be displayed in your workspace.

Keep in mind: All fields with the "!" icon are mandatory.

How do I edit the properties and layout of the report widgets?

1. Hover your mouse over the header of the widget, and then click Edit. The Edit: [Name of report] page will be displayed.
2. Make the necessary changes.
3. Click Save.

How do I resize the report widgets?

1. Hover your mouse over the widget.
2. Click and hold on to the icon, and then move your mouse to obtain the preferred size.

How do I remove the report widgets from workspace?

1. Hover your mouse over the header of the widget, and then click Edit. The Edit: [Name of report] page will be displayed.
2. Click Delete. A confirmation message will be displayed.
3. Click Yes to remove the report widget from your workspace.

Related documents

• Creating and modifying opportunity cards
• Navigating and customizing the workspace
• Viewing opportunity cards
• Viewing sales cycle reports using pivot analysis
• Viewing sales cycle reports using the sales funnel report
• Release Exact Synergy Enterprise): Sales cycle reports for opportunity cards