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Object documentationOpportunities Forecast Over Time - Selection Criteria Locate this document in the navigation structure

 

Use this window to specify selection criteria for the Opportunities Forecast Over Time report.

To open the window, choose   Sales Opportunities   Sales Opportunities Reports   Opportunities Forecast Over Time Report  . Alternatively, open it from the Reports module.

After defining the report, you can view it in the Opportunities Forecast Over Time window.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Opportunities Forecast Over Time - Selection Criteria Fields
Territories

Required territories from those defined in the business partner master data.

Main Sales Emp.

Required sales employee; usually the employee that opened the sales opportunity.

Last Sales Emp.

Last employee to handle the sales opportunity.

Stages

Sales stages to be included in the report.

Dates

Any combination of the required start, closing, and predicted closing date.

Industry

Required industries.

Documents

Required document types related to your opportunities.

Percentage Rate

Required range of closing percentage (%).

Sources

Required information sources.

Partners

Required partners.

Competitors

Required competitors.

Status

Required statuses.

Group By:

Required option to define a group display of specific parameters.

Display in System Currency

Open amount, displayed in system currency.