My Closed Opportunities

This report displays all closed sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the selected sales employee, and users who are linked to this sales employee. The link is created either in the Employee Master Data window, or in the User Defaults window.

To generate this report choose Sales Opportunities Sales Opportunities Reports My Closed Opportunities . Alternatively, generate 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.

My Closed Opportunities Fields

Oppr. Num
System-generated opportunity number. To display the sales opportunity, click (Link Arrow).

Oppr. Name
Opportunity name, if defined.

Last Sale Employee
Person who worked on the sales opportunity in the last sales stage.

Last Stage
Most recent sales stage achieved in the sales opportunity.

Status
Status chosen in the Summary tab of the Sales Opportunity window.

Closing %
Percentage entered in the Closing % field in the Sales Opportunity window.

Potential Amount
Potential amount, in local or system currency, for the last sales stage achieved.

More Information

Sales Opportunity Window