Opportunities Forecast - Selection Criteria

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

To open the window, choose Sales Opportunities Sales Opportunities Reports Opportunities Forecast Report , or open it from the Reports module.

After defining the report, you can view it in the Opportunities Forecast Report 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 Report

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 that handled 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.

Sources
Required information sources.

Partners
Required partners.

Competitors
Required competitors.

Group By:
Required option to define a group display of specific parameters.

Group By (2):
Required option to define a secondary group display under the primary one defined in Group By. This affects each defined primary group.

More Information

Generating Sales Opportunities Reports

Opportunities Report Window