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Query Sales Pipeline for Fact Sheet  Locate the document in its SAP Library structure

Technical name: 0CSALMC02_Q009

View name: 0CSALMC02_Q009_V01

Template name: Pipeline for Fact Sheet (technical name: 0TPL_CSALMC02_Q009_V01)

 

Use

This query displays the planned sales, value of opportunities, quotations, and contracts for the last four quarters.

 

Free Characteristics

InfoObject

Description

0CRM_SOLDTO

Sold-to Party

0CRMSA_OG_R

Sales Organization Responsible

 

Variables Used

Variable

Description

0CQUART

Current Calendar Quarter

 

Rows

InfoObject

Description of the InfoObject (and Restriction or Calculation Formula)

 

Restricted key figure for CRM Sales Item

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Sales (BUS2000131),

Status (0STAONESYS0) = Open (10) or In Process (20),

Quotation Status (0STAONESYS2) = # (not assigned),

and key figure of Order Item: Net Value (0NETVALORD)

 

Restricted key figure for Opportunity

Restrictions:

CRM Business Object Type (0CRM_OBJTYP) = CRM Opportunity (BUS2000111),

Status (0STAONESYS0) = Open (10) or In Process (20),

and key figure of Expected Sales Value in ref_c (0CRMEXPREVC)

 

Restricted key figure for CRM Quotation Sales Item

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Sales (BUS2000131),

Status (0STAONESYS0) = Open (10) or In Process (20),

Quotation Status (0STAONESYS2) = Request (10) or Quotation (20),

and key figure of Order Item: Net Value (0NETVALORD)

 

Restricted key figure for CRM Quantity/Value Contract Item – Target Value

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Quantity/ Value Contract Item (BUS2000135),

Status (0STAONESYS0) = Open (10) or In Process (20) or 30,

and key figure of Open Release Value (0CRMTARVALV)

 

Restricted key figure for CRM Quantity/Value Contract Item – Released Value

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Quantity/Value Contract Item (BUS2000135),

Status (0STAONESYS0) = Open (10) or In Process (20),

and key figure of Open Release Value (0OCALOFVALV)

 

Restricted key figure for CRM Service Contract Item

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Service Contract Item (BUS2000137),

Status (0STAONESYS0) = Open (10) or In Process (20) or 30,

and key figure of Open Billing Document Value (0NETVALOIN)

 

Restricted key figure for CRM Customer Complaint Item

Restrictions:

CRM Item Object Type (0CRM_ITOBTP) = CRM Customer Complaint Item (BUS2000160),

Status (0STAONESYS0) = Open (10) or In Process (20), and key figure of Order Item: Net Value (0NETVALORD)

 

Columns

InfoObject

Description of the InfoObject (and Restriction or Calculation Formula)

0KPI_LAST_FOUR_QTRS

Last 4 Quarters

(0CALQUARTER using variable 0CQUART minus 3)

Quarter 1

(0CALQUARTER using variable 0CQUART minus 2)

Quarter 2

(0CALQUARTER using variable 0CQUART minus 1)

Quarter 3

(0CALQUARTER using variable 0CQUART)

Current Quarter

(Formula adding the four quarter columns together)

Total

 

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