Lost Opportunities - Selection Criteria

Use this window to specify selection criteria for the Lost Opportunities report.

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

After defining the report, you can view it in the Lost Opportunities window.

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.

Lost Opportunities - Selection Criteria Fields

Territories
Required territories, as defined in the business partner master data.

Main Sales Emp.
Usually the employee that opened the sales opportunity.

Last Sales Emp.
Last sales employee that handled the sales opportunity.

Stages
Required sales stages.

Industry
Required industries.

Documents
Required document types related to the opportunity.

Percentage Rate
Required range of closing percentage (%).

Sources
Required sources.

Partners
Required partners.

Competitors
Required competitors.

Group By:
Required option to define a group display of specific parameters.

Group By (2):
Required option to define a secondary group display under the primary one defined in Group By. This affects each defined primary group.

More Information

Generating Sales Opportunities Reports

Lost Opportunities Report Window