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Object documentationOpportunities Pipeline - Selection Criteria Locate this document in the navigation structure

 

Use this section of the Opportunities Pipeline window to specify selection criteria for the Opportunities Pipeline report.

To open this window, choose   Sales Opportunities   Sales Opportunities Reports   Opportunities Pipeline  . Alternatively, open it from the Reports module.

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 Pipeline Report - Selection Criteria Fields
Sales Employee

Last employee to handle the sales opportunity.

Stage

Required sales stage.

Date

Any combination of the required start, closing, and predicted closing dates to filter the report to a specific time period.

Documents

Required document types related to your opportunities.

Percentage Rate

Required range of closing percentage (%).