Pipeline Analysis per Phase 

Technical name: 0CRM_C04_Q003

 

Based on InfoCube: CRM Opportunities

Use

Sales managers need a quick overview of which opportunities in their area are in which phase in order to spot any potential problems or delays. This query displays the opportunities with the prospective customer and employee responsible so that managers can see immediately whether an opportunity is taking too long in a particular phase, or whether an important customer needs more attention, for example.

Free Characteristics

 

InfoObject	Description
0CALMONTH	Calendar month
0BP_RESPPER	Owner
0CRM_COMPET	Competitor
0CRMSA_ORG_R	Responsible sales organization
0CRMSE_ORG_R	Responsible service organization

Rows

InfoObject	Description of the InfoObject (and restriction or calculation formula)
0CRM_PROSPE	Prospect

 

Columns

 

InfoObject	Description of the InfoObject (and restriction or calculation formula)
0CRM_CNTRPH	Controlling phase of opportunity
0CRM_NUMDOC	Number of order headers
0CRM_EXPREV	Expected sales volume