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ProcessConfiguration of Pipeline Performance Management

 

You can use this documentation to configure the business process Pipeline Performance Management (PPM). It enables you to evaluate and monitor current business development and expected sales volume. It also provides you with an overview of the opportunities that are expected to be closed within a defined timeframe. Once you have completed the configuration steps, you can:

  • Analyze the sales pipeline

  • Identify gaps and critical opportunities

  • Identify and monitor opportunity changes in the pipeline

  • Simulate what-if scenarios

  • Trigger actions to resolve issues and meet targets

Prerequisites

You have made the Customizing settings in the IMG for Customer Relationship Management, by choosing:

  •   Master Data   Business Partner   Basic Settings   SAP Business Partner  

  •   Master Data   Organizational Management  

  •   Transactions   Settings for Activities  

  •   Transactions   Settings for Opportunities  

Process

  1. Define and assign analysis stages.

  2. Set the application flag for on-premise SAP CRM.

  3. Activate the PPM-specific services.

  4. Ensure users have access to PPM functions from the entry screen of the application:

    1. Assign the Sales Professional business role to the users.

    2. Create the different authorization profiles you need.

  5. Set up your organizational model:

    1. Maintain the reference currency for the root organization unit.

    2. Create the organizational structure.

    3. Assign your sales professionals to various organizational units.

  6. Set up the Internet Graphics Server (IGS).