Document number: 11292

 

Pipeline eReports

• The Pipeline includes those Opportunities with an expected close date greater than the current quarter.
  
  
• The security of the Pipeline reports is based upon the security in Customer1. A user will only see those accounts or customer prospects for which they are associated with an existing Opportunity. Meaning, they are either the Sales Owner or on the Sales Team. A sales manager will see their sales reps' Opportunities.
  
  
• Click here for How to run the Pipeline Reports

 

The following Pipeline Reports enable Sales Reps and Managers to see what opportunities are in the pipeline:

1. Pipeline by Quarter
   
   
2. Pipeline by Quarter by Region
   
   
3. Pipeline by Product Group
   
   
4. Pipeline by Region by Product Group
   
   
5. Pipeline by Pillar by Sales Rep
   
   

 

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How to run the Pipeline Reports

Steps to run this report:

1. Navigate to eReports
   
   For more information on how to access eReports, see Eureka! document 11285 — eReports
   
   
2. Click on New Index, then select eReports.
   
   
3. Choose CRM Reports, then click on Sales Reports.
   
   
4. Select the Pipeline report link and enter the appropriate parameters.
   
   
5. Click Finish to run the report.
   
   For more information on viewing a report after it has completed, see Eureka! document 11285 — eReports

 

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Pipeline by Quarter

The data in this report is first grouped by quarter, then by forecast type, then by region. The report is subtotaled by quarter by forecast type.

 

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Pipeline by Quarter by Region

This report is basically the same as the Pipeline by Quarter report, expect that the data is grouped and subtotaled by quarter, then by region and then by forecast type.

 

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Pipeline by Product Group

This report is grouped by quarter, then by product group and then by forecast type. It is subtotaled per quarter, by product group.

 

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Pipeline by Region by Product Group

This report is basically the same as the Pipeline by Product Group report, except that the data is grouped and subtotaled by quarter, then by region and then by product group.

 

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Pipeline by Pillar by Sales Rep

• This report will be used by Sales Management to review and track Opportunities by pillar. In addition, sales reps will use this report to track revenue against quota. It will be used as an indication to communicate to Marketing the potential areas for marketing investment.
  
  
• This report will also be used by Marketing to accurately report the Pipeline business and establish what product areas should be invested in for Marketing activities to ensure software license target is met on a quarterly basis.
  

A user is prompted to select a Pillar and Year/Quarter. The format is YYYY/QQ. For example, 09/01/01 - 12/31/01 is represented as 2001/Q4.

Note: Pillar is not a required field in Customer1; therefore not all opportunities are associated with a pillar. The report will display only those opportunities with a pillar.

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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/31/2001
Reviewed: 09/29/2004