My Open Opportunities

This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, 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 Start of the navigation path Sales Opportunities Next navigation step Sales Opportunities Reports My Open Opportunities End of the navigation path . 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 Open Opportunities Fields

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

Oppr. Name
Opportunity name, if defined.

Last Sales 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 last sales stage.

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

More Information

My Closed Opportunities