Use this section of the Opportunities Pipeline window to specify selection criteria for the Opportunities Pipeline report.
To open this window, choose
. Alternatively, open it from the Reports module.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. |
Last employee to handle the sales opportunity. |
Required sales stage. |
Any combination of the required start, closing, and predicted closing dates to filter the report to a specific time period. |
Required document types related to your opportunities. |
Required range of closing percentage (%). |