Pipeline Analysis per Phase (Sales Manager Portal) 

Technical name: 0CRM_C04_Q011

Use

This query contains the same information as Opportunities: Pipeline Analysis per Phase but contains new views that have been specifically designed for the role for sales manager. The views enable the sales manager to view the opportunity pipeline according to different criteria. The following views have been created:

 

InfoObject	Description
0CRM_C04_Q011_V001	Expected Revenue, Expected Closing Date
0CRM_C04_Q011_V002	Expected Revenue, Region
0CRM_C04_Q011_V003	Weighted Revenue, Expected Closing Date
0CRM_C04_Q011_V004	Weighted Revenue, Region
0CRM_C04_Q011_V005	Pipeline Analysis per Phase

The query displays all opportunities with the statuses Open and In Process.

 

An exception has been defined for this query so that an alert is triggered in the Portal if the expected sales revenue of an opportunity decreases by a certain value. The name of the exception is "Expected sales volume is too low". You can define the threshold value at which the alert should be triggered by choosing Change query  ®  Change exception and choosing the exception. In the following dialog box, enter the value from which the alert should be triggered and an alert level.

 

Filter

InfoObject	Description of the InfoObject (and Restriction or Calculation Formula)
0CRM_OPSTAT Values: I1002 (open) I1003 (in processing)	Opportunity Status
0BP_RESSPER_0USER_NAME Value: 0P_USER	User Name of Owner
0BP_RESPPER_0USER_SYST Value: 0P_USSYS	Name of User's System

 

Free Characteristics

InfoObject	Description
0CRM_PROSPE_0COUNTRY	Country of Prospect
0CRM_PROSPE_0REGION	Region of Prospect
0CRMSA_OG_R Value: User node in organizational hierarchy (0CRMOM)	Responsible Sales Organization
0CRMSE_OG_R	Responsible Service Organization
0CRM_PROSPE	Prospect
0BP_RESPPER	Employee Responsible
0CRM_COMPET	Competitor

 

Rows

InfoObject	Description of the InfoObject (and Restriction or Calculation Formula)
0CRM_EXPEND	Expected Closing Date
0CRM_CNTRPH	Sales Phase

If you wish to link to this query using the report/report interface from the Sales, Activities and Opportunities: Number and Volumes query, you must maintain the 0REGION and 0COUNTRY characteristics as main or free characteristics.

 

Columns

InfoObject	Description of the InfoObject (and Restriction or Calculation Formula)
0CRM_EXPREV	Expected Revenue
0CRM_NUMDOC	Number of Opportunities
0CRM_REVEXP	Weighted Revenue

 

For more information about the role for sales manager, see SAP Library under SAP NetWeaver ® mySAP Enterprise Portal ® Portal Content ® Content Catalog ® Specialist ® Sales ® Business Package for mySAP CRM.