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Procedure documentationDisplaying the Dynamic Opportunity Analysis Report

Procedure

  1. From Sales Opportunities Reports, display the Opportunities Pipeline window.

  2. In the menu bar, choose Start of the navigation path Goto Next navigation step Dynamic Opportunity Analysis End of the navigation path. The Dynamic Opportunity Analysis window appears, with each opportunity represented by a balloon.

  3. To start, accelerate, interrupt, forward or reverse the dynamic display, click the control arrows at the bottom left of the screen. The slider moves accordingly.

  4. To choose a specific date, move the slider. The date is displayed at the bottom of the screen in the center.