Working with Sales Planning Data

Sales planning reports enable sales representatives to work with sales planning data that has been prepared by sales managers.

Under Analysis, the following reports are available for sales planning data:

  • The first report, My Progress — Current Year, appears in the Pipeline Management filter.

  • The second report, Sales Target/Pipeline by Month, appears in the Sales and Marketing — Sales filter.

  • The third report, Sales Target/Pipeline by Sales Unit, also appears in the Sales and Marketing — Sales filter.

To view these reports and work with their data, proceed as follows:

  1. Choose Start of the navigation pathAnalysis Next navigation step ReportsEnd of the navigation path.

  2. Choose the sales planning report that you want to work with, as follows:

    • Start of the navigation pathPipeline Management Next navigation step My Progress — Current YearEnd of the navigation path

    • Start of the navigation pathSales and Marketing — Sales Next navigation step Sales Target/Pipeline by MonthEnd of the navigation path

    • Start of the navigation pathSales and Marketing — Sales Next navigation step Sales Target/Pipeline by Sales UnitEnd of the navigation path

  3. From the Actions column, open the report in the desired format.

  4. Edit or manage the sales planning report data, as required, using your preferred settings.