Defining and Assigning Analysis Stages 

Use

The analysis stage is used for enterprise-wide unification of the phase process flow for analysis purposes when you work with various sales cycles and phase process flows in your enterprise. To unify these process flows, you assign each stage of a sales cycle to an analysis stage. The process flow and definition of the analysis stages form a dedicated sales cycle: the enterprise-wide sales cycle.

Prerequisites

You have made the following settings in Customizing for Customer Relationship Management by choosing Transactions ® Settings for Opportunities:

●      Define Sales Cycle and Sales Stages

In the Closing Date page of pipeline performance management (PPM), the order of the analysis stages in the bars of the bar chart is determined by the sequential number of each analysis stage.

●      Define Analysis Stages

In the Sales Pipeline page, the sales pipeline data is shown based in the settings you make in this activity.

●      Assign Sales Stages to Sales Cycles

Procedure

       1.      Define your sales cycle.

       2.      Define the sales stages in the sales cycle.

       3.      Define the analysis stages in your sales cycle.

       4.      Assign the sales stages to the sales cycle.