Opportunities Pipeline Window 
This window lets you select the criteria for the Opportunities Pipeline report and generate it.
Display a sales opportunity in a row of the table or as a segment in the graphic.
Double-click either a row or a segment to open an additional window displaying the list of open sales opportunities for each sales stage.
To display a summary of the data for each sales stage, click a segment in the graphic once and keep the mouse button depressed.
Choose Clear Conditions and Refresh to display the table and graph with different selection criteria.
To print the graphic shown in the window, choose Print Graph.
To view the open opportunities in dynamic mode, see Dynamic Opportunity Analysis.
To open this window, choose 
Sales Opportunities 
Sales Opportunities Reports Opportunities Pipeline 
. Alternatively, open it from the Reports module.
This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
NoteOpportunities Pipeline Selection Criteria
Required business partner code. Optionally, include the customer group, and other defined properties, in the report. |
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 (%). |
Opportunities Pipeline Fields
Sales stages. |
Number of open sales opportunities for each sales stage. |
Estimated total amount to be received should the sales opportunity succeed. |
Sum of Potential Amount multiplied by the percentage of the last stage. |
Closing percentage of the last stage reached in the sales opportunities. |