Analyzing Local Data in CRM
Mobile Client
Purpose
This process allows you to use graphical tools to understand, manage, and forecast business data in mobile applications.
Sales representatives use these tools to analyze the stages in the sales cycle in a graphical view.
Prerequisites
● You have defined the reports and charts in Mobile System Maintenance (MSY) . The reports can either be Crystal reports, Microsoft Excel reports, or charts.
For more
information, see
Report Maintenance
and
Charts.
● You have replicated the required data from CRM Enterprise to your mobile application.
Process Flow
1. Synchronize data
Using data synchronization, you download information from CRM Enterprise to the mobile client.
2. Analyze local data with Crystal Reports
You analyze your data with the Crystal Reports created. Predefined Crystal Reports are also available with a mobile application. For example, using the Mobile Sales application, you can analyze an opportunity by its various sales stages.
3. Analyze local data with Microsoft Excel
You analyze your data with the existing Microsoft Excel reports. Further, in a mobile application, you can export data to a Microsoft Excel file or to HTML format.
4. Analyze local data with SAP Graphics
You analyze your data with the charts created. Further, predefined charts are available in mobile applications. For example, in a sales cycle you can determine the net value of revenue generated for specific transaction types such as orders or quotations.
More Information