This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, and users who are linked to this sales employee. The link is created either in the Employee Master Data window, or in the User Defaults window.
To generate this report choose
. Alternatively, generate it from the Reports module.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. |
System-generated opportunity number. To display the sales opportunity, click (Link Arrow). |
Opportunity name, if defined. |
Person who worked on the sales opportunity in the last sales stage. |
Most recent sales stage achieved in the sales opportunity. |
Status chosen in the Summary tab of the Sales Opportunity window. |
Percentage entered in the Closing % field in the last sales stage. |
Potential amount, in local or system currency, for the last sales stage achieved. |