Opportunity Plan (SAP Library - mySAP Customer Relationship Management)

Opportunity Plan

Use

The opportunity plan combines all the key information about a sales opportunity. It provides you with an extensive overview of the current status of the project, and you can use it as a basis for presentations or discussions during internal project meetings.

Prerequisites

The actions component provides the technique for output issue. An action is also used to print and display the opportunity plan. This action must be created in the action profile for the sales assistant. An action then appears in the opportunity in the sales assistant for the opportunity plan.

Information on output control is available under Output Determination or in the implementation guide (IMG) for output determination. You can make the settings in the implementation guide (IMG) for CRM under Customer Relationship Management -> Basic Functions -> Output Determination.

The action profile must be assigned to the corresponding transaction type. Make this assignment in Customizing for transaction types.

An action profile is delivered for the sales assistant in the standard configuration. This action profile already contains the action for printing and displaying the opportunity plan.

Functional Scope

You can display or print the opportunity plan at any time. You can define your own layouts. We offer various basic versions, from which you can choose.

The opportunity plan contains the following information:

Project overview
(Expected sales volume, customer budget, chance of success, phase in sales cycle, closing date, sales team, customer objectives and sales objective)

Product overview
(Products, quantities, expected product value and net value)

Buying center
(Buying center of the customer or prospect and roles with described attributes, such as influence, opinion, decision criteria and value proposition)

Competitor analysis
(strengths, weaknesses and strategy)

Opportunity assessment
(An estimate of the sales employee and the chance of winning calculated by system)

Activity plan
(An overview of all activities, the employee responsible, and the degree of completion)

This graphic is explained in the accompanying text

Activities

To display the opportunity plan, select the action for the opportunity plan on the Sales assistant tab page in the list of recommended activities, and choose Preview.

To print the opportunity plan, select the action for the opportunity plan and choose Activate action.

If you wish to print the opportunity plan for several documents, or you wish to print in background processing, use the action monitor. For further information, read the action monitor. section in the documentation for output determination.